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 | $37,880 | $37,446+1.2% | $77,513-51.1% | $79,852-52.6% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.6%-49.6pp |
| Annual return | 19.12% | 39.76%-20.6pp | 54.81%-35.7pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $500 | $1,261-60.3% | $1,861-73.1% | $3,740-86.6% |
| Admin fee / account holder | $939 | $2,506-62.5% | $2,859-67.1% | $5,306-82.3% |