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 | $89,406 | $77,816+14.9% | $123,552-27.6% | $64,173+39.3% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | -5.13% | 12.49%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,994 | $3,014-0.7% | $4,628-35.3% | $2,381+25.7% |
| Participant deferral / active EE | $7,252 | $5,240+38.4% | $6,426+12.9% | $3,470+109.0% |
| Admin fee / account holder | $19,759 | $5,519+258.0% | $9,285+112.8% | $4,887+304.3% |