Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,072 | $63,809-63.8% | $81,353-71.6% | $80,935-71.5% |
| Participation rate | 37.1% | 63.9%-26.8pp | 69.5%-32.4pp | 67.7%-30.5pp |
| Annual return | 11.13% | 16.37%-5.2pp | 24.82%-13.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,289 | $3,093-58.3% | $3,885-66.8% | $4,299-70.0% |
| Admin fee / account holder | $3,035 | $5,686-46.6% | $5,766-47.4% | $6,924-56.2% |