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 | $30,283 | $35,183-13.9% | $73,550-58.8% | $70,126-56.8% |
| Participation rate | 41.5% | 42.9%-1.4pp | 54.9%-13.4pp | 69.5%-28.0pp |
| Annual return | 13.60% | 26.90%-13.3pp | -15.16%+28.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,108 | $1,220-9.2% | $1,804-38.6% | $3,332-66.8% |
| Admin fee / account holder | $2,105 | $2,302-8.5% | $2,320-9.2% | $4,645-54.7% |