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 | $94,377 | $49,280+91.5% | $67,313+40.2% | $64,181+47.0% |
| Participation rate | 37.0% | 60.8%-23.7pp | 69.1%-32.0pp | 69.6%-32.5pp |
| Annual return | -6.01% | -1.39%-4.6pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,934 | $1,668+75.9% | $2,566+14.4% | $2,381+23.3% |
| Participant deferral / active EE | $5,070 | $2,484+104.1% | $3,568+42.1% | $3,470+46.1% |
| Admin fee / account holder | $2,945 | $3,863-23.8% | $4,507-34.7% | $4,887-39.7% |