Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,829 | $58,512-21.7% | $84,020-45.5% | $72,983-37.2% |
| Participation rate | 42.0% | 61.2%-19.3pp | 69.0%-27.0pp | 69.5%-27.5pp |
| Annual return | 21.73% | 28.93%-7.2pp | 71.31%-49.6pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,627 | $2,394+51.5% | $3,239+12.0% | $3,608+0.5% |
| Admin fee / account holder | $5,112 | $4,569+11.9% | $6,101-16.2% | $5,124-0.2% |