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 | $41,378 | $62,583-33.9% | $76,767-46.1% | $64,173-35.5% |
| Participation rate | 42.4% | 72.8%-30.4pp | 77.0%-34.5pp | 69.6%-27.1pp |
| Annual return | -7.33% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,704 | $1,832-7.0% | $2,485-31.4% | $2,381-28.4% |
| Participant deferral / active EE | $2,387 | $3,145-24.1% | $3,852-38.0% | $3,470-31.2% |
| Admin fee / account holder | $1,253 | $4,667-73.1% | $6,675-81.2% | $4,887-74.4% |