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 | $77,088 | $59,819+28.9% | $79,583-3.1% | $68,490+12.6% |
| Participation rate | 50.6% | 61.1%-10.4pp | 69.5%-18.9pp | 67.9%-17.3pp |
| Annual return | -13.42% | -12.30%-1.1pp | 0.16%-13.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $362 | $1,505-75.9% | $2,414-85.0% | $2,597-86.0% |
| Participant deferral / active EE | $2,410 | $3,025-20.3% | $3,986-39.5% | $4,028-40.2% |
| Admin fee / account holder | $1,831 | $4,835-62.1% | $6,835-73.2% | $5,403-66.1% |