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 | $12,504 | $73,839-83.1% | $143,788-91.3% | $68,495-81.7% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -18.10% | 1.01%-19.1pp | -0.03%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,198 | $3,184-62.4% | $4,952-75.8% | $2,596-53.9% |
| Participant deferral / active EE | $2,087 | $3,384-38.3% | $5,638-63.0% | $4,028-48.2% |
| Admin fee / account holder | $977 | $5,755-83.0% | $14,675-93.3% | $5,403-81.9% |