Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,350 | $73,839-60.3% | $143,788-79.6% | $68,495-57.2% |
| Participation rate | 20.5% | 66.7%-46.2pp | 80.3%-59.9pp | 67.9%-47.4pp |
| Annual return | -18.07% | 1.01%-19.1pp | -0.03%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,375 | $3,184-56.8% | $4,952-72.2% | $2,596-47.1% |
| Participant deferral / active EE | $2,149 | $3,384-36.5% | $5,638-61.9% | $4,028-46.6% |
| Admin fee / account holder | $3,198 | $5,755-44.4% | $14,675-78.2% | $5,403-40.8% |