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 | $81,949 | $95,762-14.4% | $379,746-78.4% | $79,858+2.6% |
| Participation rate | 48.3% | 74.0%-25.7pp | 78.4%-30.1pp | 69.6%-21.4pp |
| Annual return | 10.51% | 18.26%-7.8pp | 34.90%-24.4pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,093 | $4,705-55.5% | $6,024-65.3% | $3,740-44.0% |
| Admin fee / account holder | $4,202 | $6,745-37.7% | $7,927-47.0% | $5,306-20.8% |