Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,258 | $45,872-34.0% | $77,100-60.8% | $68,490-55.8% |
| Participation rate | 53.3% | 55.9%-2.6pp | 67.9%-14.6pp | 67.9%-14.6pp |
| Annual return | -5.13% | 1.73%-6.9pp | 42.35%-47.5pp | -7.85%+2.7pp |
| Employer contribution / active EE | $1,270 | $1,650-23.0% | $2,815-54.9% | $2,597-51.1% |
| Participant deferral / active EE | $3,512 | $2,963+18.5% | $4,430-20.7% | $4,028-12.8% |
| Admin fee / account holder | $1,861 | $3,041-38.8% | $5,443-65.8% | $5,403-65.6% |