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 | $81,573 | $62,589+30.3% | $76,768+6.3% | $64,173+27.1% |
| Participation rate | 42.7% | 72.8%-30.1pp | 77.0%-34.3pp | 69.6%-26.9pp |
| Annual return | -4.54% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $716 | $1,832-60.9% | $2,485-71.2% | $2,381-69.9% |
| Participant deferral / active EE | $1,952 | $3,145-37.9% | $3,852-49.3% | $3,470-43.7% |
| Admin fee / account holder | $13,870 | $4,667+197.2% | $6,675+107.8% | $4,887+183.8% |