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 | $76,200 | $81,870-6.9% | $119,634-36.3% | $68,490+11.3% |
| Participation rate | 67.5% | 71.9%-4.4pp | 79.3%-11.8pp | 67.9%-0.4pp |
| Annual return | -18.18% | -23.82%+5.6pp | -14.98%-3.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $843 | $2,692-68.7% | $4,232-80.1% | $2,597-67.6% |
| Participant deferral / active EE | $3,465 | $4,148-16.5% | $5,601-38.1% | $4,028-14.0% |
| Admin fee / account holder | $4,864 | $6,583-26.1% | $10,329-52.9% | $5,403-10.0% |