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 | $22,803 | $72,177-68.4% | $115,038-80.2% | $59,633-61.8% |
| Participation rate | 49.2% | 72.6%-23.3pp | 81.4%-32.2pp | 68.7%-19.5pp |
| Annual return | 0.64% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,295 | $4,783-31.1% | $6,026-45.3% | $3,192+3.2% |
| Admin fee / account holder | $1,074 | $4,927-78.2% | $8,175-86.9% | $4,297-75.0% |