Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,368 | $73,839-81.9% | $143,788-90.7% | $68,495-80.5% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -14.34% | 1.01%-15.4pp | -0.03%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $623 | $3,184-80.4% | $4,952-87.4% | $2,596-76.0% |
| Participant deferral / active EE | $1,667 | $3,384-50.7% | $5,638-70.4% | $4,028-58.6% |
| Admin fee / account holder | $405 | $5,755-93.0% | $14,675-97.2% | $5,403-92.5% |