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 | $33,118 | $106,864-69.0% | $147,318-77.5% | $82,637-59.9% |
| Participation rate | 44.1% | 75.5%-31.4pp | 82.1%-37.9pp | 68.1%-23.9pp |
| Annual return | 21.71% | 27.49%-5.8pp | 70.43%-48.7pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,450 | $6,496-46.9% | $7,906-56.4% | $4,126-16.4% |
| Admin fee / account holder | $960 | $8,415-88.6% | $13,708-93.0% | $7,339-86.9% |