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 | $56,234 | $46,697+20.4% | $117,533-52.2% | $68,486-17.9% |
| Participation rate | 31.7% | 56.8%-25.1pp | 70.6%-38.9pp | 67.9%-36.2pp |
| Annual return | -18.66% | -14.52%-4.1pp | 29.77%-48.4pp | -7.85%-10.8pp |
| Employer contribution / active EE | $759 | $1,506-49.6% | $4,179-81.8% | $2,597-70.8% |
| Participant deferral / active EE | $1,717 | $2,637-34.9% | $4,072-57.8% | $4,028-57.4% |
| Admin fee / account holder | $8,145 | $4,023+102.5% | $5,647+44.2% | $5,404+50.7% |