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 | $118,540 | $110,137+7.6% | $161,149-26.4% | $82,637+43.4% |
| Participation rate | 40.0% | 72.4%-32.4pp | 78.8%-38.8pp | 68.1%-28.1pp |
| Annual return | 27.63% | 20.69%+6.9pp | 21.16%+6.5pp | 53.51%-25.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,136 | $4,575-31.4% | $6,153-49.0% | $4,126-24.0% |
| Admin fee / account holder | $16,775 | $9,467+77.2% | $15,194+10.4% | $7,339+128.6% |