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 | $30,919 | $42,910-27.9% | $60,919-49.2% | $68,490-54.9% |
| Participation rate | 52.7% | 66.8%-14.1pp | 73.1%-20.4pp | 67.9%-15.2pp |
| Annual return | -10.53% | -13.99%+3.5pp | 16.96%-27.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $907 | $1,978-54.1% | $2,704-66.4% | $2,597-65.1% |
| Participant deferral / active EE | $2,459 | $2,866-14.2% | $3,814-35.5% | $4,028-39.0% |
| Admin fee / account holder | $3,855 | $3,104+24.2% | $3,228+19.4% | $5,403-28.6% |