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 | $50,213 | $45,566+10.2% | $64,105-21.7% | $59,633-15.8% |
| Participation rate | 28.9% | 60.2%-31.3pp | 68.2%-39.3pp | 68.7%-39.8pp |
| Annual return | 0.56% | 4.95%-4.4pp | 791.24%-790.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $982 | $2,057-52.2% | $2,822-65.2% | $3,192-69.2% |
| Admin fee / account holder | $1,544 | $3,268-52.7% | $4,499-65.7% | $4,297-64.1% |