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 | $109,526 | $73,839+48.3% | $143,788-23.8% | $68,495+59.9% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -17.51% | 1.01%-18.5pp | -0.03%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,824 | $3,184-42.7% | $4,952-63.2% | $2,596-29.8% |
| Participant deferral / active EE | $3,105 | $3,384-8.3% | $5,638-44.9% | $4,028-22.9% |
| Admin fee / account holder | $1,068 | $5,755-81.4% | $14,675-92.7% | $5,403-80.2% |