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 | $67,616 | $64,716+4.5% | $112,258-39.8% | $68,495-1.3% |
| Participation rate | 33.9% | 67.2%-33.3pp | 75.1%-41.2pp | 67.9%-34.0pp |
| Annual return | -16.70% | -11.40%-5.3pp | 27.47%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,110 | $2,746-59.6% | $3,636-69.5% | $2,596-57.3% |
| Participant deferral / active EE | $1,717 | $3,565-51.8% | $4,728-63.7% | $4,028-57.4% |
| Admin fee / account holder | $7,109 | $5,232+35.9% | $6,411+10.9% | $5,403+31.6% |