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 | $72,353 | $77,817-7.0% | $123,553-41.4% | $64,173+12.7% |
| Participation rate | 61.8% | 74.7%-12.9pp | 82.3%-20.5pp | 69.6%-7.8pp |
| Annual return | 6.60% | 12.49%-5.9pp | 119.21%-112.6pp | 7.63%-1.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,348 | $5,240-36.1% | $6,426-47.9% | $3,470-3.5% |
| Admin fee / account holder | $2,359 | $5,519-57.3% | $9,284-74.6% | $4,887-51.7% |