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 | $32,083 | $64,729-50.4% | $112,263-71.4% | $68,490-53.2% |
| Participation rate | 27.2% | 67.2%-40.0pp | 75.1%-47.9pp | 67.9%-40.7pp |
| Annual return | -2.55% | -11.40%+8.9pp | 27.49%-30.0pp | -7.85%+5.3pp |
| Employer contribution / active EE | $841 | $2,746-69.4% | $3,636-76.9% | $2,597-67.6% |
| Participant deferral / active EE | $2,329 | $3,566-34.7% | $4,729-50.8% | $4,028-42.2% |
| Admin fee / account holder | $1,158 | $5,222-77.8% | $6,410-81.9% | $5,403-78.6% |