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 | $61,442 | $42,910+43.2% | $60,919+0.9% | $68,490-10.3% |
| Participation rate | 27.7% | 66.8%-39.1pp | 73.1%-45.4pp | 67.9%-40.2pp |
| Annual return | -13.92% | -13.99%+0.1pp | 16.96%-30.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $773 | $1,978-61.0% | $2,704-71.4% | $2,597-70.2% |
| Participant deferral / active EE | $1,209 | $2,866-57.8% | $3,814-68.3% | $4,028-70.0% |
| Admin fee / account holder | $3,837 | $3,104+23.6% | $3,228+18.9% | $5,403-29.0% |