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 | $30,830 | $56,484-45.4% | $169,452-81.8% | $64,173-52.0% |
| Participation rate | 55.7% | 64.5%-8.8pp | 77.8%-22.1pp | 69.6%-13.9pp |
| Annual return | -1.46% | -1.55%+0.1pp | 1.83%-3.3pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,982 | $1,832+8.1% | $4,157-52.3% | $2,381-16.8% |
| Participant deferral / active EE | $3,085 | $3,448-10.5% | $5,277-41.5% | $3,470-11.1% |
| Admin fee / account holder | $1,904 | $4,174-54.4% | $9,110-79.1% | $4,887-61.0% |