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 | $54,369 | $65,704-17.3% | $94,229-42.3% | $59,633-8.8% |
| Participation rate | 58.5% | 72.1%-13.6pp | 78.8%-20.3pp | 68.7%-10.2pp |
| Annual return | -0.46% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,041 | $2,021-48.5% | $3,587-71.0% | $2,203-52.7% |
| Participant deferral / active EE | $2,428 | $3,143-22.7% | $4,320-43.8% | $3,192-23.9% |
| Admin fee / account holder | $6,870 | $4,265+61.1% | $6,269+9.6% | $4,297+59.9% |