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 | $59,269 | $81,870-27.6% | $119,634-50.5% | $68,490-13.5% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.5pp | 67.9%+1.9pp |
| Annual return | -11.07% | -23.82%+12.8pp | -14.98%+3.9pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,272 | $2,692-52.7% | $4,232-69.9% | $2,597-51.0% |
| Participant deferral / active EE | $5,057 | $4,148+21.9% | $5,601-9.7% | $4,028+25.6% |
| Admin fee / account holder | $21,149 | $6,583+221.3% | $10,329+104.7% | $5,403+291.4% |