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 | $157,524 | $48,267+226.4% | $68,808+128.9% | $68,486+130.0% |
| Participation rate | 42.3% | 60.7%-18.4pp | 69.0%-26.7pp | 67.9%-25.6pp |
| Annual return | -19.02% | -12.70%-6.3pp | -6.37%-12.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,573 | $1,829-14.0% | $2,656-40.8% | $2,597-39.4% |
| Participant deferral / active EE | $4,420 | $2,867+54.2% | $3,942+12.1% | $4,028+9.7% |
| Admin fee / account holder | $2,164 | $4,362-50.4% | $4,936-56.2% | $5,404-60.0% |