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 | $116,145 | $53,596+116.7% | $90,655+28.1% | $64,181+81.0% |
| Participation rate | 55.8% | 64.5%-8.7pp | 74.0%-18.2pp | 69.6%-13.8pp |
| Annual return | -5.58% | 4.41%-10.0pp | 1.89%-7.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $659 | $1,503-56.2% | $2,532-74.0% | $2,381-72.3% |
| Participant deferral / active EE | $2,125 | $2,459-13.6% | $3,425-37.9% | $3,470-38.7% |
| Admin fee / account holder | $2,869 | $3,868-25.8% | $4,994-42.5% | $4,887-41.3% |