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 | $103,988 | $85,790+21.2% | $67,313+54.5% | $135,382-23.2% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.1%-5.4pp | 82.6%-19.0pp |
| Annual return | -5.16% | -0.54%-4.6pp | -4.08%-1.1pp | 519.77%-524.9pp |
| Employer contribution / active EE | $1,261 | $3,487-63.8% | $2,566-50.8% | $4,779-73.6% |
| Participant deferral / active EE | $4,359 | $4,651-6.3% | $3,568+22.2% | $5,609-22.3% |
| Admin fee / account holder | $7,506 | $6,392+17.4% | $4,507+66.6% | $10,829-30.7% |