Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,958 | $81,870-59.7% | $119,608-72.4% | $68,495-51.9% |
| Participation rate | 55.4% | 71.9%-16.5pp | 79.3%-23.9pp | 67.9%-12.5pp |
| Annual return | -16.64% | -23.82%+7.2pp | -14.98%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,531 | $2,692-43.1% | $4,232-63.8% | $2,596-41.0% |
| Participant deferral / active EE | $3,238 | $4,148-21.9% | $5,601-42.2% | $4,028-19.6% |
| Admin fee / account holder | $1,394 | $6,583-78.8% | $10,326-86.5% | $5,403-74.2% |