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 | $87,660 | $76,912+14.0% | $129,118-32.1% | $68,486+28.0% |
| Participation rate | 51.6% | 69.1%-17.5pp | 77.2%-25.6pp | 67.9%-16.3pp |
| Annual return | -17.68% | -9.78%-7.9pp | -10.94%-6.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,432 | $3,243-25.0% | $5,051-51.9% | $2,597-6.3% |
| Participant deferral / active EE | $3,459 | $4,732-26.9% | $6,539-47.1% | $4,028-14.1% |
| Admin fee / account holder | $1,516 | $6,638-77.2% | $14,305-89.4% | $5,404-71.9% |