Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,898 | $67,894-58.9% | $89,340-68.8% | $82,448-66.2% |
| Participation rate | 34.9% | 64.0%-29.2pp | 69.6%-34.7pp | 68.1%-33.2pp |
| Annual return | 20.33% | 19.21%+1.1pp | 20.57%-0.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,120 | $3,072-31.0% | $3,823-44.6% | $4,139-48.8% |
| Admin fee / account holder | $340 | $5,723-94.1% | $6,704-94.9% | $7,234-95.3% |