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 | $32,027 | $61,660-48.1% | $80,022-60.0% | $64,181-50.1% |
| Participation rate | 67.4% | 71.7%-4.2pp | 75.8%-8.4pp | 69.6%-2.1pp |
| Annual return | -6.22% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $638 | $1,810-64.7% | $2,468-74.1% | $2,381-73.2% |
| Participant deferral / active EE | $1,534 | $2,968-48.3% | $3,686-58.4% | $3,470-55.8% |
| Admin fee / account holder | $4,855 | $5,417-10.4% | $6,521-25.6% | $4,887-0.7% |