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 | $67,444 | $45,872+47.0% | $77,100-12.5% | $68,490-1.5% |
| Participation rate | 40.9% | 55.9%-15.0pp | 67.9%-27.0pp | 67.9%-27.0pp |
| Annual return | -15.26% | 1.73%-17.0pp | 42.35%-57.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,134 | $2,963-28.0% | $4,430-51.8% | $4,028-47.0% |
| Admin fee / account holder | $8,560 | $3,041+181.5% | $5,443+57.2% | $5,403+58.4% |