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 | $86,519 | $73,848+17.2% | $143,799-39.8% | $68,486+26.3% |
| Participation rate | 35.3% | 66.7%-31.4pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | -16.24% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,023 | $3,184-67.9% | $4,952-79.3% | $2,597-60.6% |
| Participant deferral / active EE | $2,316 | $3,385-31.6% | $5,638-58.9% | $4,028-42.5% |
| Admin fee / account holder | $6,119 | $5,755+6.3% | $14,677-58.3% | $5,404+13.2% |