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 | $37,711 | $45,566-17.2% | $64,105-41.2% | $59,633-36.8% |
| Participation rate | 23.5% | 60.2%-36.6pp | 68.2%-44.6pp | 68.7%-45.1pp |
| Annual return | -1.18% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $467 | $934-50.0% | $1,820-74.3% | $2,203-78.8% |
| Participant deferral / active EE | $1,023 | $2,057-50.3% | $2,822-63.8% | $3,192-68.0% |
| Admin fee / account holder | $2,329 | $3,268-28.7% | $4,499-48.2% | $4,297-45.8% |