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 | $57,817 | $81,870-29.4% | $119,634-51.7% | $68,490-15.6% |
| Participation rate | 61.0% | 71.9%-10.9pp | 79.3%-18.3pp | 67.9%-6.9pp |
| Annual return | -11.59% | -23.82%+12.2pp | -14.98%+3.4pp | -7.85%-3.7pp |
| Employer contribution / active EE | $708 | $2,692-73.7% | $4,232-83.3% | $2,597-72.7% |
| Participant deferral / active EE | $7,081 | $4,148+70.7% | $5,601+26.4% | $4,028+75.8% |
| Admin fee / account holder | $10,154 | $6,583+54.2% | $10,329-1.7% | $5,403+87.9% |