Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,206 | $59,819-44.5% | $79,583-58.3% | $68,490-51.5% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.5%-29.5pp | 67.9%-27.9pp |
| Annual return | -18.60% | -12.30%-6.3pp | 0.16%-18.8pp | -7.85%-10.8pp |
| Employer contribution / active EE | $756 | $1,505-49.8% | $2,414-68.7% | $2,597-70.9% |
| Participant deferral / active EE | $3,115 | $3,025+3.0% | $3,986-21.9% | $4,028-22.7% |
| Admin fee / account holder | $344 | $4,835-92.9% | $6,835-95.0% | $5,403-93.6% |