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 | $46,792 | $77,817-39.9% | $123,553-62.1% | $64,173-27.1% |
| Participation rate | 65.9% | 74.7%-8.8pp | 82.3%-16.4pp | 69.6%-3.6pp |
| Annual return | -5.71% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,041 | $5,240-22.9% | $6,426-37.1% | $3,470+16.5% |
| Admin fee / account holder | $8,477 | $5,519+53.6% | $9,284-8.7% | $4,887+73.4% |