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 | $131,256 | $114,712+14.4% | $173,730-24.4% | $87,485+50.0% |
| Participation rate | 51.2% | 73.0%-21.8pp | 79.6%-28.4pp | 68.9%-17.8pp |
| Annual return | 14.87% | 20.18%-5.3pp | 19.96%-5.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,358 | $4,642-27.6% | $6,326-46.9% | $4,274-21.4% |
| Admin fee / account holder | $8,432 | $10,210-17.4% | $17,523-51.9% | $7,775+8.5% |