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 | $35,192 | $52,678-33.2% | $75,784-53.6% | $59,633-41.0% |
| Participation rate | 59.6% | 67.2%-7.6pp | 75.8%-16.2pp | 68.7%-9.1pp |
| Annual return | -1.58% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,290 | $2,193-41.2% | $3,323-61.2% | $2,203-41.5% |
| Participant deferral / active EE | $2,328 | $2,591-10.1% | $3,652-36.3% | $3,192-27.1% |
| Admin fee / account holder | $9,570 | $3,610+165.1% | $5,300+80.6% | $4,297+122.7% |