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 | $40,081 | $77,817-48.5% | $123,553-67.6% | $64,173-37.5% |
| Participation rate | 65.8% | 74.7%-8.9pp | 82.3%-16.5pp | 69.6%-3.7pp |
| Annual return | -4.62% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,826 | $3,014-39.4% | $4,628-60.6% | $2,381-23.3% |
| Participant deferral / active EE | $3,466 | $5,240-33.9% | $6,426-46.1% | $3,470-0.1% |
| Admin fee / account holder | $1,527 | $5,519-72.3% | $9,284-83.6% | $4,887-68.8% |