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 | $27,255 | $127,387-78.6% | $115,038-76.3% | $125,389-78.3% |
| Participation rate | 58.8% | 84.2%-25.3pp | 81.4%-22.5pp | 83.2%-24.4pp |
| Annual return | -0.99% | 31.28%-32.3pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,916 | $5,166-62.9% | $4,608-58.4% | $4,866-60.6% |
| Participant deferral / active EE | $3,889 | $6,423-39.5% | $6,026-35.5% | $5,352-27.3% |
| Admin fee / account holder | $1,861 | $9,516-80.4% | $8,175-77.2% | $9,541-80.5% |