Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,495 | $81,358-69.9% | $155,556-84.3% | $80,959-69.7% |
| Participation rate | 31.3% | 66.3%-35.0pp | 78.2%-47.0pp | 67.7%-36.4pp |
| Annual return | 14.94% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,967 | $3,455-43.1% | $5,631-65.1% | $4,300-54.3% |
| Admin fee / account holder | $1,138 | $7,994-85.8% | $15,885-92.8% | $6,925-83.6% |