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 | $105,190 | $59,819+75.8% | $79,583+32.2% | $68,490+53.6% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -18.42% | -12.30%-6.1pp | 0.16%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,102 | $1,505-26.8% | $2,414-54.3% | $2,597-57.5% |
| Participant deferral / active EE | $3,240 | $3,025+7.1% | $3,986-18.7% | $4,028-19.6% |
| Admin fee / account holder | $4,289 | $4,835-11.3% | $6,835-37.2% | $5,403-20.6% |