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 | $16,941 | $49,280-65.6% | $67,313-74.8% | $64,181-73.6% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.1%-8.0pp | 69.6%-8.5pp |
| Annual return | -5.30% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,002 | $1,668-39.9% | $2,566-60.9% | $2,381-57.9% |
| Participant deferral / active EE | $1,418 | $2,484-42.9% | $3,568-60.3% | $3,470-59.1% |
| Admin fee / account holder | $722 | $3,863-81.3% | $4,507-84.0% | $4,887-85.2% |