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 | $35,546 | $57,590-38.3% | $86,233-58.8% | $82,448-56.9% |
| Participation rate | 26.7% | 57.9%-31.2pp | 69.0%-42.4pp | 68.1%-41.4pp |
| Annual return | 14.05% | 22.41%-8.4pp | 61.39%-47.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,900 | $3,080-38.3% | $4,559-58.3% | $4,139-54.1% |
| Admin fee / account holder | $3,383 | $4,730-28.5% | $8,342-59.4% | $7,234-53.2% |