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 | $48,561 | $140,578-65.5% | $100,671-51.8% | $125,389-61.3% |
| Participation rate | 68.8% | 80.4%-11.6pp | 70.7%-2.0pp | 83.2%-14.4pp |
| Annual return | -0.59% | 24.67%-25.3pp | 20.43%-21.0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,333 | $5,965-60.9% | $4,012-41.9% | $4,866-52.1% |
| Participant deferral / active EE | $5,008 | $3,981+25.8% | $3,144+59.3% | $5,352-6.4% |
| Admin fee / account holder | $2,635 | $6,716-60.8% | $4,850-45.7% | $9,541-72.4% |