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 | $46,680 | $46,6890% | $117,498-60.3% | $68,495-31.8% |
| Participation rate | 55.8% | 56.8%-1.0pp | 70.6%-14.8pp | 67.9%-12.1pp |
| Annual return | -15.59% | -14.52%-1.1pp | 29.75%-45.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,315 | $1,505-12.6% | $4,178-68.5% | $2,596-49.3% |
| Participant deferral / active EE | $2,286 | $2,637-13.3% | $4,071-43.9% | $4,028-43.2% |
| Admin fee / account holder | $8,303 | $4,021+106.5% | $5,646+47.1% | $5,403+53.7% |