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 | $51,624 | $45,872+12.5% | $77,096-33.0% | $68,486-24.6% |
| Participation rate | 26.4% | 55.9%-29.5pp | 67.9%-41.5pp | 67.9%-41.5pp |
| Annual return | -17.73% | 1.73%-19.5pp | 42.35%-60.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $842 | $1,650-49.0% | $2,814-70.1% | $2,597-67.6% |
| Participant deferral / active EE | $1,855 | $2,963-37.4% | $4,429-58.1% | $4,028-54.0% |
| Admin fee / account holder | $17,179 | $3,041+464.9% | $5,428+216.5% | $5,404+217.9% |