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 | $53,826 | $56,484-4.7% | $169,452-68.2% | $64,181-16.1% |
| Participation rate | 39.7% | 64.5%-24.9pp | 77.8%-38.1pp | 69.6%-29.9pp |
| Annual return | -1.83% | -1.55%-0.3pp | 1.83%-3.7pp | 7.63%-9.5pp |
| Employer contribution / active EE | $918 | $1,832-49.9% | $4,157-77.9% | $2,381-61.4% |
| Participant deferral / active EE | $1,660 | $3,448-51.8% | $5,277-68.5% | $3,470-52.1% |
| Admin fee / account holder | $395 | $4,174-90.5% | $9,110-95.7% | $4,887-91.9% |