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 | $33,903 | $79,633-57.4% | $93,759-63.8% | $68,486-50.5% |
| Participation rate | 60.0% | 75.4%-15.4pp | 81.0%-21.0pp | 67.9%-7.9pp |
| Annual return | -17.45% | -0.10%-17.4pp | -11.33%-6.1pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,346 | $3,665-63.3% | $4,324-68.9% | $2,597-48.2% |
| Participant deferral / active EE | $2,286 | $5,158-55.7% | $6,096-62.5% | $4,028-43.2% |
| Admin fee / account holder | $1,398 | $6,871-79.7% | $7,197-80.6% | $5,404-74.1% |