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 | $47,904 | $73,863-35.1% | $143,797-66.7% | $68,490-30.1% |
| Participation rate | 60.6% | 66.7%-6.1pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -15.69% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $642 | $3,185-79.8% | $4,952-87.0% | $2,597-75.3% |
| Participant deferral / active EE | $1,437 | $3,385-57.5% | $5,638-74.5% | $4,028-64.3% |
| Admin fee / account holder | $977 | $5,756-83.0% | $14,679-93.3% | $5,403-81.9% |