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 | $87,028 | $113,941-23.6% | $94,228-7.6% | $125,388-30.6% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -1.24% | 5.29%-6.5pp | 10.68%-11.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $4,527 | $4,727-4.2% | $3,587+26.2% | $4,866-7.0% |
| Participant deferral / active EE | $7,058 | $5,179+36.3% | $4,320+63.4% | $5,352+31.9% |
| Admin fee / account holder | $1,706 | $8,392-79.7% | $6,269-72.8% | $9,541-82.1% |