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 | $57,199 | $77,816-26.5% | $123,552-53.7% | $64,173-10.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -7.12% | 12.49%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,602 | $3,014-46.9% | $4,628-65.4% | $2,381-32.7% |
| Participant deferral / active EE | $2,621 | $5,240-50.0% | $6,426-59.2% | $3,470-24.5% |
| Admin fee / account holder | $1,453 | $5,519-73.7% | $9,285-84.3% | $4,887-70.3% |