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 | $34,295 | $64,719-47.0% | $112,249-69.4% | $68,486-49.9% |
| Participation rate | 37.2% | 67.2%-29.9pp | 75.1%-37.9pp | 67.9%-30.7pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.48%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $907 | $2,747-67.0% | $3,636-75.0% | $2,597-65.1% |
| Participant deferral / active EE | $2,213 | $3,565-37.9% | $4,729-53.2% | $4,028-45.1% |
| Admin fee / account holder | $2,215 | $5,232-57.7% | $6,412-65.5% | $5,404-59.0% |