Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,435 | $64,716+55.2% | $112,258-10.5% | $68,495+46.6% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -1.04% | -11.40%+10.4pp | 27.47%-28.5pp | -7.84%+6.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,631 | $3,565-26.2% | $4,728-44.4% | $4,028-34.7% |
| Admin fee / account holder | $774 | $5,232-85.2% | $6,411-87.9% | $5,403-85.7% |