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 | $47,662 | $59,834-20.3% | $79,576-40.1% | $68,495-30.4% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.5%-1.9pp | 67.9%-0.3pp |
| Annual return | -17.33% | -12.30%-5.0pp | 0.15%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $839 | $1,505-44.2% | $2,413-65.2% | $2,596-67.7% |
| Participant deferral / active EE | $2,482 | $3,024-17.9% | $3,985-37.7% | $4,028-38.4% |
| Admin fee / account holder | $4,759 | $4,835-1.6% | $6,834-30.4% | $5,403-11.9% |