Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,174 | $73,863+4.5% | $143,797-46.3% | $68,490+12.7% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -17.84% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,769 | $3,185-44.5% | $4,952-64.3% | $2,597-31.9% |
| Participant deferral / active EE | $3,502 | $3,385+3.5% | $5,638-37.9% | $4,028-13.0% |
| Admin fee / account holder | $1,904 | $5,756-66.9% | $14,679-87.0% | $5,403-64.8% |