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 | $77,533 | $82,674-6.2% | $125,363-38.2% | $68,495+13.2% |
| Participation rate | 62.7% | 75.0%-12.3pp | 82.4%-19.6pp | 67.9%-5.1pp |
| Annual return | 0.42% | -5.97%+6.4pp | 572.15%-571.7pp | -7.84%+8.3pp |
| Employer contribution / active EE | $1,503 | $3,382-55.6% | $4,815-68.8% | $2,596-42.1% |
| Participant deferral / active EE | $3,503 | $6,111-42.7% | $7,447-53.0% | $4,028-13.0% |
| Admin fee / account holder | $1,934 | $6,276-69.2% | $10,005-80.7% | $5,403-64.2% |