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 | $45,944 | $64,729-29.0% | $112,263-59.1% | $68,490-32.9% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -9.10% | -11.40%+2.3pp | 27.49%-36.6pp | -7.85%-1.3pp |
| Employer contribution / active EE | $1,033 | $2,746-62.4% | $3,636-71.6% | $2,597-60.2% |
| Participant deferral / active EE | $2,172 | $3,566-39.1% | $4,729-54.1% | $4,028-46.1% |
| Admin fee / account holder | $1,777 | $5,222-66.0% | $6,410-72.3% | $5,403-67.1% |