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 | $70,103 | $52,678+33.1% | $75,784-7.5% | $59,633+17.6% |
| Participation rate | 24.4% | 67.2%-42.9pp | 75.8%-51.5pp | 68.7%-44.3pp |
| Annual return | -1.04% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,127 | $2,193-48.6% | $3,323-66.1% | $2,203-48.8% |
| Participant deferral / active EE | $1,448 | $2,591-44.1% | $3,652-60.3% | $3,192-54.6% |
| Admin fee / account holder | $1,179 | $3,610-67.3% | $5,300-77.7% | $4,297-72.6% |