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 | $51,756 | $43,344+19.4% | $59,899-13.6% | $64,173-19.3% |
| Participation rate | 63.9% | 69.2%-5.3pp | 74.7%-10.8pp | 69.6%-5.7pp |
| Annual return | -4.13% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,953 | $2,030-3.8% | $2,723-28.3% | $2,381-18.0% |
| Participant deferral / active EE | $1,294 | $2,547-49.2% | $3,402-62.0% | $3,470-62.7% |
| Admin fee / account holder | $11,624 | $3,008+286.4% | $3,592+223.6% | $4,887+137.8% |