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 | $56,711 | $54,162+4.7% | $68,612-17.3% | $64,173-11.6% |
| Participation rate | 59.2% | 68.1%-8.8pp | 72.2%-13.0pp | 69.6%-10.4pp |
| Annual return | -3.00% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,624 | $1,846-12.0% | $2,625-38.1% | $2,381-31.8% |
| Participant deferral / active EE | $2,869 | $2,626+9.2% | $3,311-13.4% | $3,470-17.3% |
| Admin fee / account holder | $1,622 | $4,029-59.7% | $5,131-68.4% | $4,887-66.8% |