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 | $35,785 | $64,138-44.2% | $112,244-68.1% | $66,923-46.5% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.1%-15.1pp | 69.8%-9.8pp |
| Annual return | -14.95% | -13.81%-1.1pp | 27.46%-42.4pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $3,635-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,439 | $3,694-34.0% | $4,728-48.4% | $4,237-42.4% |
| Admin fee / account holder | $2,535 | $625+305.3% | $6,411-60.5% | $593+327.2% |