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 | $54,635 | $42,383+28.9% | $76,518-28.6% | $64,173-14.9% |
| Participation rate | 29.0% | 58.1%-29.2pp | 68.0%-39.0pp | 69.6%-40.6pp |
| Annual return | 0.72% | -16.54%+17.3pp | -0.27%+1.0pp | 7.63%-6.9pp |
| Employer contribution / active EE | $932 | $1,563-40.4% | $2,647-64.8% | $2,381-60.9% |
| Participant deferral / active EE | $1,657 | $2,566-35.4% | $3,836-56.8% | $3,470-52.2% |
| Admin fee / account holder | $672 | $3,198-79.0% | $4,849-86.1% | $4,887-86.3% |