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 | $26,458 | $71,873-63.2% | $86,698-69.5% | $68,490-61.4% |
| Participation rate | 49.3% | 72.2%-23.0pp | 76.6%-27.3pp | 67.9%-18.6pp |
| Annual return | -17.00% | 3.54%-20.5pp | 35.96%-53.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,543 | $3,779+73.1% | $4,656+40.5% | $4,028+62.4% |
| Admin fee / account holder | $2,030 | $6,110-66.8% | $7,492-72.9% | $5,403-62.4% |