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 | $93,743 | $49,280+90.2% | $67,313+39.3% | $64,173+46.1% |
| Participation rate | 49.2% | 60.8%-11.6pp | 69.1%-19.9pp | 69.6%-20.4pp |
| Annual return | -2.10% | -1.39%-0.7pp | -4.08%+2.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,292 | $2,484-7.7% | $3,568-35.8% | $3,470-33.9% |
| Admin fee / account holder | $823 | $3,863-78.7% | $4,507-81.7% | $4,887-83.2% |