Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,190 | $57,140-73.4% | $85,240-82.2% | $80,959-81.2% |
| Participation rate | 67.7% | 56.4%+11.3pp | 67.5%+0.2pp | 67.7%0pp |
| Annual return | 17.00% | 21.71%-4.7pp | 66.75%-49.8pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,686 | $3,115+18.3% | $4,527-18.6% | $4,300-14.3% |
| Admin fee / account holder | $722 | $4,992-85.5% | $6,165-88.3% | $6,925-89.6% |