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 | $53,426 | $72,177-26.0% | $115,038-53.6% | $59,633-10.4% |
| Participation rate | 35.7% | 72.6%-36.8pp | 81.4%-45.7pp | 68.7%-33.0pp |
| Annual return | 2.37% | 12.02%-9.6pp | 26.14%-23.8pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,490 | $2,841-47.5% | $4,608-67.7% | $2,203-32.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,875 | $4,927+100.4% | $8,175+20.8% | $4,297+129.8% |