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 | $102,609-67.8% | $98,090-66.4% | $138,895-76.2% |
| Participation rate | 38.9% | 82.8%-43.9pp | 81.5%-42.7pp | 79.9%-41.0pp |
| Annual return | 14.86% | 36.44%-21.6pp | 37.05%-22.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,072 | $8,167-62.4% | $7,845-60.8% | $6,396-52.0% |
| Admin fee / account holder | $673 | $11,434-94.1% | $11,815-94.3% | $12,562-94.6% |