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 | $20,075 | $75,720-73.5% | $90,312-77.8% | $86,983-76.9% |
| Participation rate | 61.4% | 66.3%-4.9pp | 72.9%-11.5pp | 69.5%-8.1pp |
| Annual return | 13.26% | 18.55%-5.3pp | 18.90%-5.6pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,309 | $3,001-23.0% | $3,749-38.4% | $4,194-44.9% |
| Admin fee / account holder | $1,259 | $6,201-79.7% | $8,248-84.7% | $7,856-84.0% |