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 | $31,514 | $52,678-40.2% | $75,784-58.4% | $59,633-47.2% |
| Participation rate | 60.5% | 67.2%-6.8pp | 75.8%-15.4pp | 68.7%-8.2pp |
| Annual return | -2.05% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $882 | $2,193-59.8% | $3,323-73.5% | $2,203-60.0% |
| Participant deferral / active EE | $4,485 | $2,591+73.1% | $3,652+22.8% | $3,192+40.5% |
| Admin fee / account holder | $2,059 | $3,610-43.0% | $5,300-61.2% | $4,297-52.1% |