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 | $50,805 | $73,848-31.2% | $143,799-64.7% | $68,486-25.8% |
| Participation rate | 44.0% | 66.7%-22.7pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -2.09% | 0.91%-3.0pp | -0.04%-2.0pp | -7.85%+5.8pp |
| Employer contribution / active EE | $1,546 | $3,184-51.5% | $4,952-68.8% | $2,597-40.5% |
| Participant deferral / active EE | $3,414 | $3,385+0.9% | $5,638-39.5% | $4,028-15.2% |
| Admin fee / account holder | $785 | $5,755-86.4% | $14,677-94.6% | $5,404-85.5% |