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 | $41,642 | $77,817-46.5% | $123,553-66.3% | $64,173-35.1% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.3%-18.7pp | 69.6%-5.9pp |
| Annual return | -6.14% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,516 | $3,014-49.7% | $4,628-67.2% | $2,381-36.3% |
| Participant deferral / active EE | $5,413 | $5,240+3.3% | $6,426-15.8% | $3,470+56.0% |
| Admin fee / account holder | $421 | $5,519-92.4% | $9,284-95.5% | $4,887-91.4% |