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 | $80,539 | $78,694+2.3% | $67,653+19.0% | $125,388-35.8% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | 0.05% | 9.46%-9.4pp | 6625.22%-6625.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,026 | $3,044-66.3% | $2,266-54.7% | $4,866-78.9% |
| Participant deferral / active EE | $3,202 | $4,292-25.4% | $3,560-10.1% | $5,352-40.2% |
| Admin fee / account holder | $604 | $7,403-91.8% | $4,821-87.5% | $9,541-93.7% |