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 | $49,619 | $48,050+3.3% | $85,969-42.3% | $59,633-16.8% |
| Participation rate | 48.9% | 64.5%-15.5pp | 76.5%-27.6pp | 68.7%-19.7pp |
| Annual return | -0.91% | 0.29%-1.2pp | 9.32%-10.2pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,265 | $1,640-22.8% | $3,474-63.6% | $2,203-42.6% |
| Participant deferral / active EE | $2,454 | $2,249+9.1% | $3,829-35.9% | $3,192-23.1% |
| Admin fee / account holder | $992 | $3,206-69.1% | $6,053-83.6% | $4,297-76.9% |