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 | $13,924 | $49,255-71.7% | $70,494-80.2% | $79,856-82.6% |
| Participation rate | 35.4% | 69.2%-33.7pp | 75.1%-39.6pp | 69.6%-34.2pp |
| Annual return | 14.46% | 30.10%-15.6pp | 109.16%-94.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,339 | $2,768-51.6% | $3,711-63.9% | $3,741-64.2% |
| Admin fee / account holder | $404 | $2,879-86.0% | $3,848-89.5% | $5,306-92.4% |