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 | $31,653 | $56,544-44.0% | $75,501-58.1% | $70,124-54.9% |
| Participation rate | 69.4% | 68.1%+1.2pp | 72.4%-3.0pp | 69.5%-0.2pp |
| Annual return | 14.49% | 23.59%-9.1pp | 27.35%-12.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,324 | $2,580-48.7% | $3,142-57.9% | $3,332-60.3% |
| Admin fee / account holder | $2,387 | $3,827-37.6% | $5,801-58.8% | $4,645-48.6% |