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 | $56,567 | $76,834-26.4% | $108,359-47.8% | $87,485-35.3% |
| Participation rate | 34.6% | 61.7%-27.1pp | 70.1%-35.5pp | 68.9%-34.3pp |
| Annual return | 14.10% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,185 | $3,100-29.5% | $4,137-47.2% | $4,274-48.9% |
| Admin fee / account holder | $515 | $6,537-92.1% | $9,741-94.7% | $7,775-93.4% |