Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,819 | $56,484-50.7% | $169,452-83.6% | $64,173-56.6% |
| Participation rate | 51.0% | 64.5%-13.6pp | 77.8%-26.8pp | 69.6%-18.6pp |
| Annual return | -6.20% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $457 | $1,832-75.1% | $4,157-89.0% | $2,381-80.8% |
| Participant deferral / active EE | $2,604 | $3,448-24.5% | $5,277-50.7% | $3,470-24.9% |
| Admin fee / account holder | $1,206 | $4,174-71.1% | $9,110-86.8% | $4,887-75.3% |