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 | $26,377 | $72,404-63.6% | $110,243-76.1% | $64,173-58.9% |
| Participation rate | 61.9% | 73.3%-11.4pp | 79.8%-17.9pp | 69.6%-7.7pp |
| Annual return | -7.16% | -6.29%-0.9pp | 314.76%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $659 | $2,282-71.1% | $3,827-82.8% | $2,381-72.3% |
| Participant deferral / active EE | $1,633 | $3,469-52.9% | $4,672-65.0% | $3,470-52.9% |
| Admin fee / account holder | $2,346 | $5,664-58.6% | $8,548-72.6% | $4,887-52.0% |