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 | $49,874 | $92,219-45.9% | $76,767-35.0% | $135,380-63.2% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -1.97% | 5.46%-7.4pp | 2.43%-4.4pp | 519.81%-521.8pp |
| Employer contribution / active EE | $1,678 | $3,216-47.8% | $2,485-32.5% | $4,779-64.9% |
| Participant deferral / active EE | $2,750 | $4,508-39.0% | $3,852-28.6% | $5,609-51.0% |
| Admin fee / account holder | $2,366 | $10,749-78.0% | $6,675-64.6% | $10,828-78.1% |