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 | $59,804 | $45,438+31.6% | $80,004-25.2% | $59,633+0.3% |
| Participation rate | 51.1% | 63.7%-12.6pp | 73.0%-21.9pp | 68.7%-17.6pp |
| Annual return | -1.32% | 5.10%-6.4pp | 7.63%-9.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $712 | $1,236-42.4% | $2,473-71.2% | $2,203-67.7% |
| Participant deferral / active EE | $1,421 | $2,231-36.3% | $3,204-55.7% | $3,192-55.5% |
| Admin fee / account holder | $3,931 | $3,464+13.5% | $5,033-21.9% | $4,297-8.5% |