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 | $44,801 | $67,411-33.5% | $91,004-50.8% | $70,126-36.1% |
| Participation rate | 35.2% | 71.4%-36.2pp | 75.6%-40.4pp | 69.5%-34.4pp |
| Annual return | 24.61% | -40.16%+64.8pp | 4.60%+20.0pp | 73.15%-48.5pp |
| Employer contribution / active EE | $436 | $1,786-75.6% | $2,456-82.3% | $2,343-81.4% |
| Participant deferral / active EE | $1,890 | $2,823-33.0% | $3,548-46.7% | $3,332-43.3% |
| Admin fee / account holder | $3,774 | $4,236-10.9% | $5,417-30.3% | $4,645-18.8% |