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 | $98,544 | $64,719+52.3% | $112,249-12.2% | $68,486+43.9% |
| Participation rate | 42.7% | 67.2%-24.5pp | 75.1%-32.4pp | 67.9%-25.2pp |
| Annual return | -15.76% | -11.40%-4.4pp | 27.48%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $899 | $2,747-67.3% | $3,636-75.3% | $2,597-65.4% |
| Participant deferral / active EE | $2,128 | $3,565-40.3% | $4,729-55.0% | $4,028-47.2% |
| Admin fee / account holder | $2,864 | $5,232-45.3% | $6,412-55.3% | $5,404-47.0% |