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 | $45,146 | $82,032-45.0% | $123,106-63.3% | $59,633-24.3% |
| Participation rate | 42.4% | 83.2%-40.8pp | 86.8%-44.4pp | 68.7%-26.2pp |
| Annual return | -1.87% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,981 | $4,667+6.7% | $6,229-20.0% | $3,192+56.1% |
| Admin fee / account holder | $369 | $5,881-93.7% | $9,015-95.9% | $4,297-91.4% |