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 | $91,129 | $61,660+47.8% | $80,022+13.9% | $64,173+42.0% |
| Participation rate | 58.8% | 71.7%-12.9pp | 75.8%-17.0pp | 69.6%-10.7pp |
| Annual return | -6.49% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $865 | $1,810-52.2% | $2,468-64.9% | $2,381-63.7% |
| Participant deferral / active EE | $1,866 | $2,968-37.1% | $3,686-49.4% | $3,470-46.2% |
| Admin fee / account holder | $6,275 | $5,417+15.8% | $6,521-3.8% | $4,887+28.4% |