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 | $23,222 | $73,839-68.6% | $143,788-83.9% | $68,495-66.1% |
| Participation rate | 52.3% | 66.7%-14.4pp | 80.3%-28.0pp | 67.9%-15.6pp |
| Annual return | -14.51% | 1.01%-15.5pp | -0.03%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,299 | $3,184-59.2% | $4,952-73.8% | $2,596-50.0% |
| Participant deferral / active EE | $2,666 | $3,384-21.2% | $5,638-52.7% | $4,028-33.8% |
| Admin fee / account holder | $11,946 | $5,755+107.6% | $14,675-18.6% | $5,403+121.1% |