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 | $46,728 | $72,177-35.3% | $115,038-59.4% | $59,633-21.6% |
| Participation rate | 48.1% | 72.6%-24.4pp | 81.4%-33.2pp | 68.7%-20.5pp |
| Annual return | -0.11% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,718 | $2,841-39.5% | $4,608-62.7% | $2,203-22.0% |
| Participant deferral / active EE | $3,201 | $4,783-33.1% | $6,026-46.9% | $3,192+0.3% |
| Admin fee / account holder | $5,441 | $4,927+10.4% | $8,175-33.4% | $4,297+26.6% |