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 | $33,857 | $105,866-68.0% | $90,766-62.7% | $134,545-74.8% |
| Participation rate | 52.9% | 78.3%-25.3pp | 75.7%-22.8pp | 81.2%-28.3pp |
| Annual return | -19.93% | -10.99%-8.9pp | -12.16%-7.8pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,036 | $3,464-70.1% | $2,922-64.5% | $4,742-78.1% |
| Participant deferral / active EE | $3,918 | $5,217-24.9% | $4,565-14.2% | $6,401-38.8% |
| Admin fee / account holder | $1,725 | $13,938-87.6% | $8,446-79.6% | $11,431-84.9% |