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 | $51,223 | $71,873-28.7% | $86,698-40.9% | $68,490-25.2% |
| Participation rate | 39.7% | 72.2%-32.5pp | 76.6%-36.8pp | 67.9%-28.2pp |
| Annual return | -1.12% | 3.54%-4.7pp | 35.96%-37.1pp | -7.85%+6.7pp |
| Employer contribution / active EE | $916 | $2,173-57.8% | $2,837-67.7% | $2,597-64.7% |
| Participant deferral / active EE | $2,275 | $3,779-39.8% | $4,656-51.2% | $4,028-43.5% |
| Admin fee / account holder | $700 | $6,110-88.6% | $7,492-90.7% | $5,403-87.1% |