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 | $15,674 | $56,484-72.2% | $169,452-90.7% | $64,173-75.6% |
| Participation rate | 60.4% | 64.5%-4.1pp | 77.8%-17.4pp | 69.6%-9.2pp |
| Annual return | -8.04% | -1.55%-6.5pp | 1.83%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $871 | $1,832-52.5% | $4,157-79.0% | $2,381-63.4% |
| Participant deferral / active EE | $1,670 | $3,448-51.6% | $5,277-68.3% | $3,470-51.9% |
| Admin fee / account holder | $398 | $4,174-90.5% | $9,110-95.6% | $4,887-91.9% |