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 | $36,551 | $64,719-43.5% | $112,249-67.4% | $68,486-46.6% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -14.39% | -11.40%-3.0pp | 27.48%-41.9pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,719 | $2,747-37.4% | $3,636-52.7% | $2,597-33.8% |
| Participant deferral / active EE | $3,049 | $3,565-14.5% | $4,729-35.5% | $4,028-24.3% |
| Admin fee / account holder | $5,297 | $5,232+1.2% | $6,412-17.4% | $5,404-2.0% |