Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,344 | $49,280-10.0% | $67,313-34.1% | $64,173-30.9% |
| Participation rate | 51.5% | 60.8%-9.3pp | 69.1%-17.6pp | 69.6%-18.1pp |
| Annual return | -6.75% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,151 | $1,668-31.0% | $2,566-55.1% | $2,381-51.7% |
| Participant deferral / active EE | $1,750 | $2,484-29.5% | $3,568-50.9% | $3,470-49.5% |
| Admin fee / account holder | $431 | $3,863-88.8% | $4,507-90.4% | $4,887-91.2% |