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 | $61,851 | $59,813+3.4% | $79,580-22.3% | $68,486-9.7% |
| Participation rate | 52.3% | 61.1%-8.8pp | 69.5%-17.2pp | 67.9%-15.6pp |
| Annual return | -10.13% | -12.30%+2.2pp | 0.15%-10.3pp | -7.85%-2.3pp |
| Employer contribution / active EE | $4,181 | $1,505+177.8% | $2,413+73.3% | $2,597+61.0% |
| Participant deferral / active EE | $4,910 | $3,024+62.3% | $3,985+23.2% | $4,028+21.9% |
| Admin fee / account holder | $5,424 | $4,835+12.2% | $6,835-20.6% | $5,404+0.4% |