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 | $78,352 | $77,816+0.7% | $123,552-36.6% | $64,173+22.1% |
| Participation rate | 65.1% | 74.7%-9.6pp | 82.3%-17.2pp | 69.6%-4.5pp |
| Annual return | -2.89% | 12.49%-15.4pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,038 | $3,014-32.4% | $4,628-56.0% | $2,381-14.4% |
| Participant deferral / active EE | $3,809 | $5,240-27.3% | $6,426-40.7% | $3,470+9.8% |
| Admin fee / account holder | $2,782 | $5,519-49.6% | $9,285-70.0% | $4,887-43.1% |