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 | $27,153 | $49,280-44.9% | $67,313-59.7% | $64,173-57.7% |
| Participation rate | 37.0% | 60.8%-23.7pp | 69.1%-32.0pp | 69.6%-32.5pp |
| Annual return | -5.84% | -1.39%-4.4pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,518 | $2,484-38.9% | $3,568-57.5% | $3,470-56.3% |
| Admin fee / account holder | $9,176 | $3,863+137.6% | $4,507+103.6% | $4,887+87.8% |