Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,524 | $76,912-29.1% | $129,118-57.8% | $68,486-20.4% |
| Participation rate | 53.6% | 69.1%-15.6pp | 77.2%-23.7pp | 67.9%-14.3pp |
| Annual return | -16.62% | -9.78%-6.8pp | -10.94%-5.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,161 | $3,243-33.4% | $5,051-57.2% | $2,597-16.8% |
| Participant deferral / active EE | $4,072 | $4,732-13.9% | $6,539-37.7% | $4,028+1.1% |
| Admin fee / account holder | $3,947 | $6,638-40.5% | $14,305-72.4% | $5,404-27.0% |