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 | $46,904 | $142,430-67.1% | $115,170-59.3% | $152,897-69.3% |
| Participation rate | 45.5% | 82.4%-36.9pp | 75.9%-30.5pp | 82.5%-37.0pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $957 | $4,011-76.1% | $3,179-69.9% | $4,764-79.9% |
| Participant deferral / active EE | $1,568 | $5,165-69.6% | $4,169-62.4% | $5,851-73.2% |
| Admin fee / account holder | $1,385 | $8,464-83.6% | $7,089-80.5% | $11,599-88.1% |