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 | $23,291 | $64,719-64.0% | $112,249-79.3% | $68,486-66.0% |
| Participation rate | 34.2% | 67.2%-32.9pp | 75.1%-40.9pp | 67.9%-33.7pp |
| Annual return | -11.82% | -11.40%-0.4pp | 27.48%-39.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $972 | $2,747-64.6% | $3,636-73.3% | $2,597-62.6% |
| Participant deferral / active EE | $2,762 | $3,565-22.5% | $4,729-41.6% | $4,028-31.4% |
| Admin fee / account holder | $302 | $5,232-94.2% | $6,412-95.3% | $5,404-94.4% |