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 | $81,089 | $64,716+25.3% | $112,258-27.8% | $68,495+18.4% |
| Participation rate | 59.1% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.8pp |
| Annual return | -0.51% | -11.40%+10.9pp | 27.47%-28.0pp | -7.84%+7.3pp |
| Employer contribution / active EE | $1,071 | $2,746-61.0% | $3,636-70.6% | $2,596-58.8% |
| Participant deferral / active EE | $2,903 | $3,565-18.6% | $4,728-38.6% | $4,028-27.9% |
| Admin fee / account holder | $9,669 | $5,232+84.8% | $6,411+50.8% | $5,403+78.9% |