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 | $23,828 | $64,719-63.2% | $112,249-78.8% | $68,486-65.2% |
| Participation rate | 50.7% | 67.2%-16.4pp | 75.1%-24.4pp | 67.9%-17.2pp |
| Annual return | -18.69% | -11.40%-7.3pp | 27.48%-46.2pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,289 | $2,747-53.1% | $3,636-64.6% | $2,597-50.4% |
| Participant deferral / active EE | $2,596 | $3,565-27.2% | $4,729-45.1% | $4,028-35.5% |
| Admin fee / account holder | $330 | $5,232-93.7% | $6,412-94.9% | $5,404-93.9% |