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 | $102,402 | $77,817+31.6% | $123,553-17.1% | $64,173+59.6% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -5.18% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,290 | $3,014-24.0% | $4,628-50.5% | $2,381-3.8% |
| Participant deferral / active EE | $4,589 | $5,240-12.4% | $6,426-28.6% | $3,470+32.2% |
| Admin fee / account holder | $2,220 | $5,519-59.8% | $9,284-76.1% | $4,887-54.6% |