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 | $90,383 | $73,839+22.4% | $143,788-37.1% | $68,495+32.0% |
| Participation rate | 65.5% | 66.7%-1.1pp | 80.3%-14.8pp | 67.9%-2.4pp |
| Annual return | -11.31% | 1.01%-12.3pp | -0.03%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $601 | $3,184-81.1% | $4,952-87.9% | $2,596-76.9% |
| Participant deferral / active EE | $2,835 | $3,384-16.2% | $5,638-49.7% | $4,028-29.6% |
| Admin fee / account holder | $1,047 | $5,755-81.8% | $14,675-92.9% | $5,403-80.6% |