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 | $63,507 | $52,678+20.6% | $75,784-16.2% | $59,633+6.5% |
| Participation rate | 52.9% | 67.2%-14.4pp | 75.8%-22.9pp | 68.7%-15.8pp |
| Annual return | -2.15% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $438 | $2,193-80.0% | $3,323-86.8% | $2,203-80.1% |
| Participant deferral / active EE | $2,504 | $2,591-3.3% | $3,652-31.4% | $3,192-21.5% |
| Admin fee / account holder | $609 | $3,610-83.1% | $5,300-88.5% | $4,297-85.8% |