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 | $52,564 | $73,848-28.8% | $143,799-63.4% | $68,486-23.2% |
| Participation rate | 60.6% | 66.7%-6.1pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -16.82% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,627 | $3,184-48.9% | $4,952-67.1% | $2,597-37.3% |
| Participant deferral / active EE | $2,050 | $3,385-39.4% | $5,638-63.7% | $4,028-49.1% |
| Admin fee / account holder | $889 | $5,755-84.6% | $14,677-93.9% | $5,404-83.6% |