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 | $62,894 | $73,863-14.9% | $143,797-56.3% | $68,490-8.2% |
| Participation rate | 53.1% | 66.7%-13.6pp | 80.3%-27.3pp | 67.9%-14.8pp |
| Annual return | -15.43% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,287 | $3,185-59.6% | $4,952-74.0% | $2,597-50.4% |
| Participant deferral / active EE | $2,391 | $3,385-29.4% | $5,638-57.6% | $4,028-40.6% |
| Admin fee / account holder | $9,948 | $5,756+72.8% | $14,679-32.2% | $5,403+84.1% |