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 | $72,722 | $59,813+21.6% | $79,580-8.6% | $68,486+6.2% |
| Participation rate | 50.8% | 61.1%-10.3pp | 69.5%-18.7pp | 67.9%-17.1pp |
| Annual return | -14.61% | -12.30%-2.3pp | 0.15%-14.8pp | -7.85%-6.8pp |
| Employer contribution / active EE | $631 | $1,505-58.1% | $2,413-73.9% | $2,597-75.7% |
| Participant deferral / active EE | $3,587 | $3,024+18.6% | $3,985-10.0% | $4,028-10.9% |
| Admin fee / account holder | $2,535 | $4,835-47.6% | $6,835-62.9% | $5,404-53.1% |