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 | $59,708 | $30,732+94.3% | $59,496+0.4% | $59,633+0.1% |
| Participation rate | 37.2% | 43.2%-6.0pp | 54.6%-17.3pp | 68.7%-31.5pp |
| Annual return | 0.16% | 4.47%-4.3pp | 182.05%-181.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $697 | $631+10.5% | $1,153-39.6% | $2,203-68.4% |
| Participant deferral / active EE | $2,055 | $1,183+73.7% | $1,829+12.3% | $3,192-35.6% |
| Admin fee / account holder | $4,933 | $2,136+130.9% | $2,232+121.0% | $4,297+14.8% |