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 | $84,175 | $81,457+3.3% | $103,378-18.6% | $80,911+4.0% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.6%-3.4pp |
| Annual return | 18.51% | 25.58%-7.1pp | 24.91%-6.4pp | 35.63%-17.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,146 | $3,871+58.8% | $5,058+21.5% | $4,297+43.0% |
| Admin fee / account holder | $12,069 | $6,717+79.7% | $8,401+43.7% | $6,935+74.0% |