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 | $38,512 | $127,387-69.8% | $115,038-66.5% | $125,389-69.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.20% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,022 | $5,166-80.2% | $4,608-77.8% | $4,866-79.0% |
| Participant deferral / active EE | $3,686 | $6,423-42.6% | $6,026-38.8% | $5,352-31.1% |
| Admin fee / account holder | $4,876 | $9,516-48.8% | $8,175-40.4% | $9,541-48.9% |