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 | $48,288 | $48,235+0.1% | $68,803-29.8% | $68,490-29.5% |
| Participation rate | 57.1% | 60.7%-3.5pp | 69.0%-11.9pp | 67.9%-10.8pp |
| Annual return | -17.59% | -12.70%-4.9pp | -6.37%-11.2pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,013 | $1,829+64.7% | $2,656+13.4% | $2,597+16.0% |
| Participant deferral / active EE | $7,867 | $2,867+174.4% | $3,942+99.6% | $4,028+95.3% |
| Admin fee / account holder | $2,704 | $4,361-38.0% | $4,936-45.2% | $5,403-50.0% |