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 | $167,163 | $73,848+126.4% | $143,799+16.2% | $68,486+144.1% |
| Participation rate | 51.4% | 66.7%-15.2pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | -14.09% | 0.91%-15.0pp | -0.04%-14.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,441 | $3,385-27.9% | $5,638-56.7% | $4,028-39.4% |
| Admin fee / account holder | $2,864 | $5,755-50.2% | $14,677-80.5% | $5,404-47.0% |