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 | $59,905 | $47,848+25.2% | $81,473-26.5% | $70,126-14.6% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 20.14% | 27.25%-7.1pp | 38.78%-18.6pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $840 | $2,453-65.8% | $3,537-76.2% | $3,332-74.8% |
| Admin fee / account holder | $1,254 | $3,145-60.1% | $4,561-72.5% | $4,645-73.0% |