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 | $58,773 | $72,177-18.6% | $115,038-48.9% | $59,633-1.4% |
| Participation rate | 44.3% | 72.6%-28.3pp | 81.4%-37.1pp | 68.7%-24.4pp |
| Annual return | -1.44% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,145 | $4,783+49.4% | $6,026+18.6% | $3,192+123.9% |
| Admin fee / account holder | $1,835 | $4,927-62.7% | $8,175-77.6% | $4,297-57.3% |