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 | $23,227 | $63,082-63.2% | $81,716-71.6% | $79,852-70.9% |
| Participation rate | 31.4% | 67.5%-36.2pp | 72.0%-40.6pp | 69.6%-38.3pp |
| Annual return | 19.75% | 22.66%-2.9pp | 29.49%-9.7pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,120 | $2,780-23.8% | $7,108-70.2% | $3,740-43.3% |
| Admin fee / account holder | $653 | $4,428-85.3% | $5,159-87.3% | $5,306-87.7% |