Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,160 | $73,863-47.0% | $143,797-72.8% | $68,490-42.8% |
| Participation rate | 21.0% | 66.7%-45.7pp | 80.3%-59.4pp | 67.9%-46.9pp |
| Annual return | -15.31% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $868 | $3,185-72.7% | $4,952-82.5% | $2,597-66.6% |
| Participant deferral / active EE | $1,673 | $3,385-50.6% | $5,638-70.3% | $4,028-58.5% |
| Admin fee / account holder | $3,022 | $5,756-47.5% | $14,679-79.4% | $5,403-44.1% |