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 | $21,795 | $58,600-62.8% | $83,327-73.8% | $64,173-66.0% |
| Participation rate | 48.6% | 72.0%-23.4pp | 77.8%-29.1pp | 69.6%-20.9pp |
| Annual return | -4.77% | 9.66%-14.4pp | 10.64%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,057 | $4,656-55.8% | $5,565-63.0% | $3,470-40.7% |
| Admin fee / account holder | $401 | $9,282-95.7% | $7,540-94.7% | $4,887-91.8% |