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 | $45,995 | $87,546-47.5% | $75,784-39.3% | $125,389-63.3% |
| Participation rate | 53.8% | 80.2%-26.3pp | 75.8%-22.0pp | 83.2%-29.3pp |
| Annual return | -2.13% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,070 | $3,930-72.8% | $3,323-67.8% | $4,866-78.0% |
| Participant deferral / active EE | $4,509 | $4,230+6.6% | $3,652+23.5% | $5,352-15.8% |
| Admin fee / account holder | $1,521 | $6,503-76.6% | $5,300-71.3% | $9,541-84.1% |