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 | $52,923 | $65,704-19.5% | $94,229-43.8% | $59,633-11.3% |
| Participation rate | 48.6% | 72.1%-23.5pp | 78.8%-30.2pp | 68.7%-20.1pp |
| Annual return | 0.12% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,457 | $3,143+105.4% | $4,320+49.4% | $3,192+102.3% |
| Admin fee / account holder | $12,156 | $4,265+185.1% | $6,269+93.9% | $4,297+182.9% |