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 | $38,483 | $41,377-7.0% | $109,313-64.8% | $62,881-38.8% |
| Participation rate | 28.0% | 57.5%-29.5pp | 71.3%-43.3pp | 69.3%-41.3pp |
| Annual return | 8.39% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,253 | $2,045-38.7% | $3,166-60.4% | $3,203-60.9% |
| Admin fee / account holder | $1,737 | $2,884-39.8% | $5,666-69.3% | $4,296-59.6% |