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 | $23,614 | $54,757-56.9% | $90,300-73.8% | $72,983-67.6% |
| Participation rate | 64.9% | 65.1%-0.3pp | 73.3%-8.4pp | 69.5%-4.6pp |
| Annual return | 18.99% | 30.63%-11.6pp | 78.11%-59.1pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,363 | $2,887-18.1% | $3,884-39.2% | $3,608-34.5% |
| Admin fee / account holder | $5,576 | $3,972+40.4% | $5,353+4.2% | $5,124+8.8% |