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 | $26,166 | $37,446-30.1% | $77,552-66.3% | $79,856-67.2% |
| Participation rate | 60.6% | 41.5%+19.1pp | 54.2%+6.4pp | 69.6%-9.0pp |
| Annual return | 10.36% | 39.76%-29.4pp | 54.82%-44.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $780 | $1,261-38.1% | $1,861-58.1% | $3,741-79.1% |
| Admin fee / account holder | $316 | $2,506-87.4% | $2,859-88.9% | $5,306-94.0% |