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 | $98,437 | $53,162+85.2% | $91,227+7.9% | $68,490+43.7% |
| Participation rate | 63.0% | 63.2%-0.2pp | 73.2%-10.2pp | 67.9%-4.9pp |
| Annual return | -15.26% | -3.14%-12.1pp | 114.14%-129.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,074 | $1,709-37.2% | $2,851-62.3% | $2,597-58.6% |
| Participant deferral / active EE | $2,905 | $2,974-2.3% | $4,234-31.4% | $4,028-27.9% |
| Admin fee / account holder | $1,775 | $4,493-60.5% | $5,423-67.3% | $5,403-67.2% |