Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,138 | $64,729-56.5% | $112,263-74.9% | $68,490-58.9% |
| Participation rate | 49.3% | 67.2%-17.9pp | 75.1%-25.8pp | 67.9%-18.6pp |
| Annual return | -19.10% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,651 | $2,746-39.9% | $3,636-54.6% | $2,597-36.4% |
| Participant deferral / active EE | $2,882 | $3,566-19.2% | $4,729-39.1% | $4,028-28.4% |
| Admin fee / account holder | $984 | $5,222-81.2% | $6,410-84.6% | $5,403-81.8% |