Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,269 | $73,009-32.5% | $90,756-45.7% | $68,495-28.1% |
| Participation rate | 56.2% | 70.8%-14.7pp | 75.7%-19.5pp | 67.9%-11.7pp |
| Annual return | -17.70% | -13.81%-3.9pp | -12.16%-5.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,713 | $2,193-21.9% | $2,922-41.4% | $2,596-34.0% |
| Participant deferral / active EE | $3,417 | $3,626-5.8% | $4,565-25.1% | $4,028-15.2% |
| Admin fee / account holder | $1,062 | $5,896-82.0% | $8,445-87.4% | $5,403-80.3% |