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 | $41,885 | $54,380-23.0% | $68,509-38.9% | $59,633-29.8% |
| Participation rate | 47.2% | 70.2%-23.0pp | 74.7%-27.5pp | 68.7%-21.4pp |
| Annual return | 0.62% | 2.83%-2.2pp | 8.27%-7.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $300 | $1,539-80.5% | $2,278-86.8% | $2,203-86.4% |
| Participant deferral / active EE | $1,802 | $2,643-31.8% | $3,382-46.7% | $3,192-43.5% |
| Admin fee / account holder | $3,073 | $3,885-20.9% | $5,275-41.7% | $4,297-28.5% |