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 | $34,021 | $81,870-58.4% | $119,608-71.6% | $68,495-50.3% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.3%-39.3pp | 67.9%-27.9pp |
| Annual return | -15.17% | -23.82%+8.6pp | -14.98%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $931 | $2,692-65.4% | $4,232-78.0% | $2,596-64.2% |
| Participant deferral / active EE | $2,180 | $4,148-47.4% | $5,601-61.1% | $4,028-45.9% |
| Admin fee / account holder | $1,288 | $6,583-80.4% | $10,326-87.5% | $5,403-76.2% |