Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,820 | $73,863-82.6% | $143,797-91.1% | $68,490-81.3% |
| Participation rate | 65.3% | 66.7%-1.4pp | 80.3%-15.0pp | 67.9%-2.6pp |
| Annual return | -13.13% | 0.91%-14.0pp | -0.04%-13.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $773 | $3,185-75.7% | $4,952-84.4% | $2,597-70.2% |
| Participant deferral / active EE | $2,311 | $3,385-31.7% | $5,638-59.0% | $4,028-42.6% |
| Admin fee / account holder | $1,053 | $5,756-81.7% | $14,679-92.8% | $5,403-80.5% |