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 | $49,606 | $76,112-34.8% | $96,534-48.6% | $71,511-30.6% |
| Participation rate | 62.6% | 74.4%-11.8pp | 76.0%-13.4pp | 67.9%-5.3pp |
| Annual return | 23.95% | 22.81%+1.1pp | 25.88%-1.9pp | 28.86%-4.9pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $8,347 | $4,217+98.0% | $4,851+72.1% | $4,291+94.6% |
| Admin fee / account holder | $2,033 | $2,708-24.9% | $8,253-75.4% | $1,588+28.0% |