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 | $32,149 | $41,016-21.6% | $152,093-78.9% | $64,097-49.8% |
| Participation rate | 27.2% | 51.3%-24.1pp | 77.8%-50.5pp | 55.2%-28.0pp |
| Annual return | 22.60% | 39.60%-17.0pp | 66.36%-43.8pp | 34.64%-12.0pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,223 | $1,927-36.5% | $5,451-77.6% | $3,080-60.3% |
| Admin fee / account holder | $1,632 | $2,305-29.2% | $14,497-88.7% | $3,454-52.7% |