Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,380 | $78,015-67.5% | $178,505-85.8% | $80,959-68.7% |
| Participation rate | 53.7% | 65.7%-12.0pp | 77.1%-23.4pp | 67.7%-14.0pp |
| Annual return | 23.57% | 18.10%+5.5pp | 27.16%-3.6pp | 35.67%-12.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,133 | $4,406-28.9% | $6,280-50.1% | $4,300-27.2% |
| Admin fee / account holder | $1,555 | $7,160-78.3% | $10,428-85.1% | $6,925-77.5% |