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 | $54,862 | $56,110-2.2% | $94,993-42.2% | $70,126-21.8% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.9%-40.6pp | 69.5%-36.2pp |
| Annual return | 20.49% | 51.02%-30.5pp | 27.14%-6.7pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,499 | $2,391+4.5% | $3,317-24.7% | $3,332-25.0% |
| Admin fee / account holder | $989 | $3,456-71.4% | $4,960-80.1% | $4,645-78.7% |