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 | $128,860 | $71,878+79.3% | $86,698+48.6% | $68,486+88.2% |
| Participation rate | 67.9% | 72.2%-4.4pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -13.02% | 3.53%-16.6pp | 35.95%-49.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,958 | $2,173-9.9% | $2,837-31.0% | $2,597-24.6% |
| Participant deferral / active EE | $6,737 | $3,779+78.3% | $4,656+44.7% | $4,028+67.3% |
| Admin fee / account holder | $6,726 | $6,113+10.0% | $7,493-10.2% | $5,404+24.5% |