Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,058 | $63,809-67.0% | $81,353-74.1% | $80,935-74.0% |
| Participation rate | 19.5% | 63.9%-44.4pp | 69.5%-50.0pp | 67.7%-48.1pp |
| Annual return | 13.73% | 16.37%-2.6pp | 24.82%-11.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,416 | $3,093-54.2% | $3,885-63.6% | $4,299-67.1% |
| Admin fee / account holder | $542 | $5,686-90.5% | $5,766-90.6% | $6,924-92.2% |