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 | $45,246 | $69,518-34.9% | $59,887-24.4% | $135,379-66.6% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.7%-22.1pp | 82.6%-30.0pp |
| Annual return | -5.19% | 7.95%-13.1pp | 3.46%-8.6pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,388 | $3,235-57.1% | $2,722-49.0% | $4,779-70.9% |
| Participant deferral / active EE | $2,400 | $4,204-42.9% | $3,402-29.5% | $5,609-57.2% |
| Admin fee / account holder | $2,117 | $5,734-63.1% | $3,591-41.1% | $10,828-80.5% |