Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,787 | $73,839-74.6% | $143,788-86.9% | $68,495-72.6% |
| Participation rate | 45.9% | 66.7%-20.7pp | 80.3%-34.4pp | 67.9%-22.0pp |
| Annual return | -16.15% | 1.01%-17.2pp | -0.03%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,504 | $3,184-52.8% | $4,952-69.6% | $2,596-42.1% |
| Participant deferral / active EE | $2,216 | $3,384-34.5% | $5,638-60.7% | $4,028-45.0% |
| Admin fee / account holder | $2,392 | $5,755-58.4% | $14,675-83.7% | $5,403-55.7% |