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 | $42,948 | $73,019-41.2% | $90,766-52.7% | $68,490-37.3% |
| Participation rate | 38.7% | 70.8%-32.1pp | 75.7%-37.0pp | 67.9%-29.2pp |
| Annual return | -12.50% | -13.81%+1.3pp | -12.16%-0.3pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,349 | $2,193-38.5% | $2,922-53.8% | $2,597-48.1% |
| Participant deferral / active EE | $2,098 | $3,626-42.2% | $4,565-54.0% | $4,028-47.9% |
| Admin fee / account holder | $1,100 | $5,897-81.3% | $8,446-87.0% | $5,403-79.6% |