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 | $55,244 | $95,188-42.0% | $76,518-27.8% | $135,380-59.2% |
| Participation rate | 47.4% | 74.4%-27.0pp | 68.0%-20.6pp | 82.6%-35.3pp |
| Annual return | 5.24% | 4.85%+0.4pp | -0.27%+5.5pp | 519.81%-514.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,610 | $4,640-65.3% | $3,836-58.0% | $5,609-71.3% |
| Admin fee / account holder | $1,253 | $6,249-79.9% | $4,849-74.1% | $10,828-88.4% |