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 | $51,703 | $53,596-3.5% | $90,655-43.0% | $64,181-19.4% |
| Participation rate | 65.1% | 64.5%+0.6pp | 74.0%-8.9pp | 69.6%-4.5pp |
| Annual return | -6.38% | 4.41%-10.8pp | 1.89%-8.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $373 | $1,503-75.2% | $2,532-85.3% | $2,381-84.3% |
| Participant deferral / active EE | $3,982 | $2,459+61.9% | $3,425+16.3% | $3,470+14.8% |
| Admin fee / account holder | $2,104 | $3,868-45.6% | $4,994-57.9% | $4,887-56.9% |