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 | $102,732 | $50,958+101.6% | $74,552+37.8% | $64,181+60.1% |
| Participation rate | 60.5% | 61.1%-0.6pp | 69.1%-8.7pp | 69.6%-9.1pp |
| Annual return | -6.18% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $664 | $1,115-40.5% | $1,961-66.1% | $2,381-72.1% |
| Participant deferral / active EE | $2,647 | $2,301+15.0% | $3,108-14.8% | $3,470-23.7% |
| Admin fee / account holder | $12,757 | $4,223+202.1% | $5,060+152.1% | $4,887+161.0% |