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 | $81,583 | $73,009+11.7% | $90,760-10.1% | $68,486+19.1% |
| Participation rate | 67.7% | 70.8%-3.1pp | 75.7%-8.0pp | 67.9%-0.2pp |
| Annual return | -12.48% | -13.81%+1.3pp | -12.16%-0.3pp | -7.85%-4.6pp |
| Employer contribution / active EE | $647 | $2,193-70.5% | $2,922-77.9% | $2,597-75.1% |
| Participant deferral / active EE | $3,132 | $3,626-13.6% | $4,565-31.4% | $4,028-22.2% |
| Admin fee / account holder | $1,907 | $5,896-67.7% | $8,444-77.4% | $5,404-64.7% |