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 | $49,214 | $64,719-24.0% | $112,249-56.2% | $68,486-28.1% |
| Participation rate | 34.6% | 67.2%-32.5pp | 75.1%-40.4pp | 67.9%-33.3pp |
| Annual return | -13.39% | -11.40%-2.0pp | 27.48%-40.9pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,529 | $2,747-44.3% | $3,636-57.9% | $2,597-41.1% |
| Participant deferral / active EE | $2,374 | $3,565-33.4% | $4,729-49.8% | $4,028-41.1% |
| Admin fee / account holder | $1,313 | $5,232-74.9% | $6,412-79.5% | $5,404-75.7% |