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 | $27,691 | $58,600-52.7% | $83,327-66.8% | $64,173-56.8% |
| Participation rate | 60.7% | 72.0%-11.3pp | 77.8%-17.0pp | 69.6%-8.9pp |
| Annual return | 0.91% | 9.66%-8.8pp | 10.64%-9.7pp | 7.63%-6.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,237 | $4,656+76.9% | $5,565+48.0% | $3,470+137.4% |
| Admin fee / account holder | $2,599 | $9,282-72.0% | $7,540-65.5% | $4,887-46.8% |