Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,543 | $73,848-62.7% | $143,799-80.8% | $68,486-59.8% |
| Participation rate | 51.8% | 66.7%-14.9pp | 80.3%-28.5pp | 67.9%-16.1pp |
| Annual return | -17.51% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,457 | $3,184-54.2% | $4,952-70.6% | $2,597-43.9% |
| Participant deferral / active EE | $3,411 | $3,385+0.8% | $5,638-39.5% | $4,028-15.3% |
| Admin fee / account holder | $4,450 | $5,755-22.7% | $14,677-69.7% | $5,404-17.6% |