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 | $40,251 | $77,817-48.3% | $123,553-67.4% | $64,173-37.3% |
| Participation rate | 64.1% | 74.7%-10.6pp | 82.3%-18.2pp | 69.6%-5.5pp |
| Annual return | -6.26% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,980 | $3,014-34.3% | $4,628-57.2% | $2,381-16.9% |
| Participant deferral / active EE | $3,353 | $5,240-36.0% | $6,426-47.8% | $3,470-3.4% |
| Admin fee / account holder | $493 | $5,519-91.1% | $9,284-94.7% | $4,887-89.9% |