Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,067 | $92,219-27.3% | $76,767-12.6% | $135,380-50.5% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -4.19% | 5.46%-9.6pp | 2.43%-6.6pp | 519.81%-524.0pp |
| Employer contribution / active EE | $971 | $3,216-69.8% | $2,485-60.9% | $4,779-79.7% |
| Participant deferral / active EE | $2,062 | $4,508-54.3% | $3,852-46.5% | $5,609-63.2% |
| Admin fee / account holder | $9,611 | $10,749-10.6% | $6,675+44.0% | $10,828-11.2% |