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 | $40,750 | $81,870-50.2% | $119,634-65.9% | $68,490-40.5% |
| Participation rate | 53.9% | 71.9%-18.0pp | 79.3%-25.3pp | 67.9%-14.0pp |
| Annual return | -5.02% | -23.82%+18.8pp | -14.98%+10.0pp | -7.85%+2.8pp |
| Employer contribution / active EE | $807 | $2,692-70.0% | $4,232-80.9% | $2,597-68.9% |
| Participant deferral / active EE | $2,132 | $4,148-48.6% | $5,601-61.9% | $4,028-47.1% |
| Admin fee / account holder | $3,108 | $6,583-52.8% | $10,329-69.9% | $5,403-42.5% |