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 | $27,202 | $52,306-48.0% | $69,779-61.0% | $62,881-56.7% |
| Participation rate | 68.8% | 67.2%+1.5pp | 71.8%-3.1pp | 69.3%-0.6pp |
| Annual return | 7.56% | 13.35%-5.8pp | 12.99%-5.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,271 | $2,395-46.9% | $2,931-56.6% | $3,203-60.3% |
| Admin fee / account holder | $2,025 | $3,691-45.1% | $4,381-53.8% | $4,296-52.9% |