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 | $99,503 | $56,054+77.5% | $171,082-41.8% | $62,881+58.2% |
| Participation rate | 27.1% | 62.9%-35.8pp | 76.7%-49.6pp | 69.3%-42.2pp |
| Annual return | 7.86% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,878 | $3,158-40.5% | $4,797-60.8% | $3,203-41.4% |
| Admin fee / account holder | $5,812 | $3,647+59.4% | $8,520-31.8% | $4,296+35.3% |