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 | $34,060 | $30,732+10.8% | $59,496-42.8% | $59,633-42.9% |
| Participation rate | 41.9% | 43.2%-1.3pp | 54.6%-12.6pp | 68.7%-26.7pp |
| Annual return | 0.13% | 4.47%-4.3pp | 182.05%-181.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $387 | $631-38.7% | $1,153-66.5% | $2,203-82.4% |
| Participant deferral / active EE | $1,477 | $1,183+24.8% | $1,829-19.3% | $3,192-53.7% |
| Admin fee / account holder | $654 | $2,136-69.4% | $2,232-70.7% | $4,297-84.8% |