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 | $25,864 | $58,587-55.9% | $83,322-69.0% | $64,173-59.7% |
| Participation rate | 45.0% | 72.0%-27.0pp | 77.8%-32.8pp | 69.6%-24.6pp |
| Annual return | -2.92% | 9.65%-12.6pp | 10.64%-13.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,517 | $4,654+40.0% | $5,565+17.1% | $3,470+87.8% |
| Admin fee / account holder | $3,589 | $9,279-61.3% | $7,540-52.4% | $4,887-26.6% |