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 | $17,001 | $45,872-62.9% | $77,096-77.9% | $68,486-75.2% |
| Participation rate | 39.4% | 55.9%-16.5pp | 67.9%-28.5pp | 67.9%-28.5pp |
| Annual return | -18.80% | 1.73%-20.5pp | 42.35%-61.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,791 | $2,963+61.7% | $4,429+8.2% | $4,028+19.0% |
| Admin fee / account holder | $2,875 | $3,041-5.5% | $5,428-47.0% | $5,404-46.8% |