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 | $92,873 | $81,870+13.4% | $119,622-22.4% | $68,486+35.6% |
| Participation rate | 63.5% | 71.9%-8.4pp | 79.3%-15.8pp | 67.9%-4.4pp |
| Annual return | -15.72% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,137 | $2,692-20.6% | $4,232-49.5% | $2,597-17.7% |
| Participant deferral / active EE | $4,690 | $4,148+13.1% | $5,601-16.3% | $4,028+16.4% |
| Admin fee / account holder | $10,805 | $6,583+64.1% | $10,328+4.6% | $5,404+99.9% |