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 | $44,620 | $72,177-38.2% | $115,038-61.2% | $59,633-25.2% |
| Participation rate | 63.4% | 72.6%-9.1pp | 81.4%-18.0pp | 68.7%-5.3pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,000 | $2,841-64.8% | $4,608-78.3% | $2,203-54.6% |
| Participant deferral / active EE | $2,280 | $4,783-52.3% | $6,026-62.2% | $3,192-28.6% |
| Admin fee / account holder | $1,651 | $4,927-66.5% | $8,175-79.8% | $4,297-61.6% |