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 | $22,210 | $45,087-50.7% | $69,483-68.0% | $72,976-69.6% |
| Participation rate | 57.5% | 68.5%-11.0pp | 74.6%-17.1pp | 69.5%-12.0pp |
| Annual return | 22.87% | 22.67%+0.2pp | 28.99%-6.1pp | 81.02%-58.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $828 | $2,603-68.2% | $3,537-76.6% | $3,608-77.0% |
| Admin fee / account holder | $1,253 | $3,057-59.0% | $3,841-67.4% | $5,124-75.5% |