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 | $24,815 | $42,910-42.2% | $60,919-59.3% | $68,490-63.8% |
| Participation rate | 30.6% | 66.8%-36.2pp | 73.1%-42.5pp | 67.9%-37.3pp |
| Annual return | -7.02% | -13.99%+7.0pp | 16.96%-24.0pp | -7.85%+0.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,127 | $2,866-60.7% | $3,814-70.5% | $4,028-72.0% |
| Admin fee / account holder | $1,174 | $3,104-62.2% | $3,228-63.6% | $5,403-78.3% |