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 | $13,906 | $41,016-66.1% | $152,093-90.9% | $64,097-78.3% |
| Participation rate | 38.4% | 51.3%-13.0pp | 77.8%-39.4pp | 55.2%-16.8pp |
| Annual return | 17.90% | 39.60%-21.7pp | 66.36%-48.5pp | 34.64%-16.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $845 | $1,927-56.2% | $5,451-84.5% | $3,080-72.6% |
| Admin fee / account holder | $858 | $2,305-62.8% | $14,497-94.1% | $3,454-75.2% |