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 | $47,346 | $49,280-3.9% | $67,313-29.7% | $64,173-26.2% |
| Participation rate | 60.4% | 60.8%-0.3pp | 69.1%-8.6pp | 69.6%-9.1pp |
| Annual return | -5.34% | -1.39%-3.9pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $902 | $1,668-45.9% | $2,566-64.8% | $2,381-62.1% |
| Participant deferral / active EE | $3,610 | $2,484+45.3% | $3,568+1.2% | $3,470+4.0% |
| Admin fee / account holder | $4,226 | $3,863+9.4% | $4,507-6.2% | $4,887-13.5% |