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 | $33,220 | $77,817-57.3% | $123,553-73.1% | $64,173-48.2% |
| Participation rate | 43.3% | 74.7%-31.4pp | 82.3%-39.0pp | 69.6%-26.2pp |
| Annual return | -5.71% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $672 | $3,014-77.7% | $4,628-85.5% | $2,381-71.8% |
| Participant deferral / active EE | $2,296 | $5,240-56.2% | $6,426-64.3% | $3,470-33.8% |
| Admin fee / account holder | $3,839 | $5,519-30.4% | $9,284-58.7% | $4,887-21.5% |