Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,865 | $81,870-45.2% | $119,634-62.5% | $68,490-34.5% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.3%-15.6pp | 67.9%-4.3pp |
| Annual return | -6.22% | -23.82%+17.6pp | -14.98%+8.8pp | -7.85%+1.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,281 | $4,148-45.0% | $5,601-59.3% | $4,028-43.4% |
| Admin fee / account holder | $742 | $6,583-88.7% | $10,329-92.8% | $5,403-86.3% |