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 | $112,396 | $50,947+120.6% | $74,549+50.8% | $64,173+75.1% |
| Participation rate | 56.0% | 61.1%-5.1pp | 69.1%-13.1pp | 69.6%-13.6pp |
| Annual return | -5.11% | -1.85%-3.3pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,600 | $2,302+56.4% | $3,108+15.8% | $3,470+3.8% |
| Admin fee / account holder | $6,763 | $4,221+60.2% | $5,059+33.7% | $4,887+38.4% |