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 | $32,580 | $77,816-58.1% | $123,549-73.6% | $64,181-49.2% |
| Participation rate | 58.0% | 74.7%-16.7pp | 82.3%-24.3pp | 69.6%-11.5pp |
| Annual return | -2.88% | 12.49%-15.4pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,403 | $5,240+22.2% | $6,426-0.4% | $3,470+84.5% |
| Admin fee / account holder | $1,176 | $5,519-78.7% | $9,284-87.3% | $4,887-75.9% |