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 | $30,965 | $72,404-57.2% | $110,243-71.9% | $64,173-51.7% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.1pp |
| Annual return | -5.38% | -6.29%+0.9pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,187 | $2,282-48.0% | $3,827-69.0% | $2,381-50.1% |
| Participant deferral / active EE | $2,422 | $3,469-30.2% | $4,672-48.2% | $3,470-30.2% |
| Admin fee / account holder | $971 | $5,664-82.9% | $8,548-88.6% | $4,887-80.1% |