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 | $25,851 | $39,162-34.0% | $100,671-74.3% | $59,633-56.6% |
| Participation rate | 50.0% | 55.9%-5.9pp | 70.7%-20.7pp | 68.7%-18.7pp |
| Annual return | 0.35% | 21.07%-20.7pp | 20.43%-20.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,322 | $1,992+16.6% | $3,144-26.1% | $3,192-27.3% |
| Admin fee / account holder | $1,957 | $2,969-34.1% | $4,850-59.6% | $4,297-54.5% |