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 | $53,622 | $73,848-27.4% | $143,799-62.7% | $68,486-21.7% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -18.01% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $575 | $3,184-82.0% | $4,952-88.4% | $2,597-77.9% |
| Participant deferral / active EE | $2,298 | $3,385-32.1% | $5,638-59.3% | $4,028-43.0% |
| Admin fee / account holder | $947 | $5,755-83.5% | $14,677-93.5% | $5,404-82.5% |