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 | $62,805 | $49,280+27.4% | $67,313-6.7% | $64,181-2.1% |
| Participation rate | 44.8% | 60.8%-16.0pp | 69.1%-24.3pp | 69.6%-24.7pp |
| Annual return | -8.18% | -1.39%-6.8pp | -4.08%-4.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $877 | $1,668-47.4% | $2,566-65.8% | $2,381-63.2% |
| Participant deferral / active EE | $1,637 | $2,484-34.1% | $3,568-54.1% | $3,470-52.8% |
| Admin fee / account holder | $2,067 | $3,863-46.5% | $4,507-54.1% | $4,887-57.7% |