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 | $27,091 | $153,311-82.3% | $109,313-75.2% | $273,972-90.1% |
| Participation rate | 30.0% | 80.1%-50.1pp | 71.3%-41.3pp | 83.0%-53.0pp |
| Annual return | 3.74% | 29.86%-26.1pp | 22.07%-18.3pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $657 | $3,932-83.3% | $3,166-79.3% | $5,287-87.6% |
| Admin fee / account holder | $385 | $8,076-95.2% | $5,666-93.2% | $10,133-96.2% |