Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,938 | $52,678+8.1% | $75,784-24.9% | $59,633-4.5% |
| Participation rate | 43.9% | 67.2%-23.3pp | 75.8%-31.9pp | 68.7%-24.8pp |
| Annual return | -1.14% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $458 | $2,193-79.1% | $3,323-86.2% | $2,203-79.2% |
| Participant deferral / active EE | $1,123 | $2,591-56.6% | $3,652-69.2% | $3,192-64.8% |
| Admin fee / account holder | $2,197 | $3,610-39.1% | $5,300-58.6% | $4,297-48.9% |