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 | $77,551 | $56,339+37.7% | $104,301-25.6% | $68,486+13.2% |
| Participation rate | 61.5% | 63.3%-1.7pp | 73.3%-11.7pp | 67.9%-6.4pp |
| Annual return | -1.06% | -9.19%+8.1pp | 24.61%-25.7pp | -7.85%+6.8pp |
| Employer contribution / active EE | $1,814 | $1,960-7.4% | $3,373-46.2% | $2,597-30.1% |
| Participant deferral / active EE | $2,726 | $3,077-11.4% | $4,626-41.1% | $4,028-32.3% |
| Admin fee / account holder | $9,772 | $4,902+99.4% | $7,340+33.1% | $5,404+80.8% |