Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,174 | $64,729-47.2% | $112,263-69.6% | $68,490-50.1% |
| Participation rate | 45.9% | 67.2%-21.2pp | 75.1%-29.1pp | 67.9%-22.0pp |
| Annual return | -13.44% | -11.40%-2.0pp | 27.49%-40.9pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,683 | $2,746-38.7% | $3,636-53.7% | $2,597-35.2% |
| Participant deferral / active EE | $2,737 | $3,566-23.2% | $4,729-42.1% | $4,028-32.0% |
| Admin fee / account holder | $844 | $5,222-83.8% | $6,410-86.8% | $5,403-84.4% |