Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,983 | $73,848-63.5% | $143,799-81.2% | $68,486-60.6% |
| Participation rate | 42.4% | 66.7%-24.2pp | 80.3%-37.9pp | 67.9%-25.5pp |
| Annual return | -19.14% | 0.91%-20.1pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,498 | $3,184-53.0% | $4,952-69.8% | $2,597-42.3% |
| Participant deferral / active EE | $2,961 | $3,385-12.5% | $5,638-47.5% | $4,028-26.5% |
| Admin fee / account holder | $814 | $5,755-85.9% | $14,677-94.5% | $5,404-84.9% |