Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,003 | $182,442-86.8% | $163,379-85.3% | $138,895-82.7% |
| Participation rate | 30.4% | 79.8%-49.3pp | 76.8%-46.4pp | 79.9%-49.5pp |
| Annual return | 17.77% | 72.74%-55.0pp | 63.41%-45.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,385 | $6,817-79.7% | $6,282-78.0% | $6,396-78.4% |
| Admin fee / account holder | $2,006 | $10,396-80.7% | $9,818-79.6% | $12,562-84.0% |