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 | $36,981 | $59,813-38.2% | $79,580-53.5% | $68,486-46.0% |
| Participation rate | 66.0% | 61.1%+4.9pp | 69.5%-3.5pp | 67.9%-1.9pp |
| Annual return | -18.04% | -12.30%-5.7pp | 0.15%-18.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,881 | $1,505+91.4% | $2,413+19.4% | $2,597+11.0% |
| Participant deferral / active EE | $4,069 | $3,024+34.5% | $3,985+2.1% | $4,028+1.0% |
| Admin fee / account holder | $2,794 | $4,835-42.2% | $6,835-59.1% | $5,404-48.3% |