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 | $57,354 | $73,848-22.3% | $143,799-60.1% | $68,486-16.3% |
| Participation rate | 57.4% | 66.7%-9.3pp | 80.3%-23.0pp | 67.9%-10.5pp |
| Annual return | -17.36% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,816 | $3,184-43.0% | $4,952-63.3% | $2,597-30.1% |
| Participant deferral / active EE | $3,878 | $3,385+14.6% | $5,638-31.2% | $4,028-3.7% |
| Admin fee / account holder | $1,274 | $5,755-77.9% | $14,677-91.3% | $5,404-76.4% |