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 | $33,001 | $100,970-67.3% | $96,576-65.8% | $137,256-76.0% |
| Participation rate | 38.9% | 82.6%-43.7pp | 81.4%-42.6pp | 80.0%-41.1pp |
| Annual return | 14.86% | 38.16%-23.3pp | 38.47%-23.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,072 | $8,286-62.9% | $7,956-61.4% | $6,407-52.0% |
| Admin fee / account holder | $673 | $11,312-94.0% | $11,381-94.1% | $12,270-94.5% |