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 | $60,592 | $73,009-17.0% | $90,760-33.2% | $68,486-11.5% |
| Participation rate | 33.7% | 70.8%-37.2pp | 75.7%-42.0pp | 67.9%-34.2pp |
| Annual return | -18.23% | -13.81%-4.4pp | -12.16%-6.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $715 | $2,193-67.4% | $2,922-75.5% | $2,597-72.5% |
| Participant deferral / active EE | $2,118 | $3,626-41.6% | $4,565-53.6% | $4,028-47.4% |
| Admin fee / account holder | $8,226 | $5,896+39.5% | $8,444-2.6% | $5,404+52.2% |