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 | $59,690 | $72,177-17.3% | $115,038-48.1% | $59,633+0.1% |
| Participation rate | 62.7% | 72.6%-9.8pp | 81.4%-18.6pp | 68.7%-5.9pp |
| Annual return | -2.23% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $997 | $2,841-64.9% | $4,608-78.4% | $2,203-54.7% |
| Participant deferral / active EE | $6,494 | $4,783+35.8% | $6,026+7.8% | $3,192+103.5% |
| Admin fee / account holder | $1,694 | $4,927-65.6% | $8,175-79.3% | $4,297-60.6% |