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 | $49,574 | $48,050+3.2% | $85,969-42.3% | $59,633-16.9% |
| Participation rate | 40.0% | 64.5%-24.5pp | 76.5%-36.5pp | 68.7%-28.7pp |
| Annual return | 0.55% | 0.29%+0.3pp | 9.32%-8.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $550 | $1,640-66.5% | $3,474-84.2% | $2,203-75.1% |
| Participant deferral / active EE | $1,610 | $2,249-28.4% | $3,829-58.0% | $3,192-49.6% |
| Admin fee / account holder | $418 | $3,206-87.0% | $6,053-93.1% | $4,297-90.3% |