Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,350 | $53,162-67.4% | $91,225-81.0% | $68,486-74.7% |
| Participation rate | 68.0% | 63.2%+4.8pp | 73.2%-5.2pp | 67.9%+0.1pp |
| Annual return | -16.74% | -3.14%-13.6pp | 114.12%-130.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,433 | $1,709+42.3% | $2,851-14.7% | $2,597-6.3% |
| Participant deferral / active EE | $4,065 | $2,974+36.7% | $4,233-4.0% | $4,028+0.9% |
| Admin fee / account holder | $605 | $4,493-86.5% | $5,422-88.8% | $5,404-88.8% |