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 | $53,501 | $87,546-38.9% | $75,784-29.4% | $125,389-57.3% |
| Participation rate | 54.2% | 80.2%-26.0pp | 75.8%-21.7pp | 83.2%-29.0pp |
| Annual return | -1.99% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,145 | $3,930-70.9% | $3,323-65.5% | $4,866-76.5% |
| Participant deferral / active EE | $2,353 | $4,230-44.4% | $3,652-35.6% | $5,352-56.0% |
| Admin fee / account holder | $436 | $6,503-93.3% | $5,300-91.8% | $9,541-95.4% |