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 | $58,765 | $100,970-41.8% | $96,576-39.2% | $137,256-57.2% |
| Participation rate | 68.2% | 82.6%-14.4pp | 81.4%-13.3pp | 80.0%-11.8pp |
| Annual return | 16.27% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,131 | $8,286-13.9% | $7,956-10.4% | $6,407+11.3% |
| Admin fee / account holder | $3,627 | $11,312-67.9% | $11,381-68.1% | $12,270-70.4% |