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 | $24,735 | $50,947-51.4% | $74,551-66.8% | $64,173-61.5% |
| Participation rate | 63.4% | 61.1%+2.4pp | 69.1%-5.7pp | 69.6%-6.2pp |
| Annual return | -7.81% | -1.85%-6.0pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,832 | $1,115+64.2% | $1,961-6.6% | $2,381-23.1% |
| Participant deferral / active EE | $3,179 | $2,302+38.1% | $3,108+2.3% | $3,470-8.4% |
| Admin fee / account holder | $3,514 | $4,221-16.8% | $5,059-30.5% | $4,887-28.1% |