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 | $61,784 | $39,162+57.8% | $100,671-38.6% | $59,633+3.6% |
| Participation rate | 51.2% | 55.9%-4.7pp | 70.7%-19.5pp | 68.7%-17.5pp |
| Annual return | -2.32% | 21.07%-23.4pp | 20.43%-22.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,190 | $1,151+3.5% | $4,012-70.3% | $2,203-46.0% |
| Participant deferral / active EE | $2,494 | $1,992+25.2% | $3,144-20.7% | $3,192-21.9% |
| Admin fee / account holder | $548 | $2,969-81.5% | $4,850-88.7% | $4,297-87.2% |