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 | $28,087 | $77,817-63.9% | $123,553-77.3% | $64,173-56.2% |
| Participation rate | 44.4% | 74.7%-30.3pp | 82.3%-37.9pp | 69.6%-25.1pp |
| Annual return | -7.52% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,424 | $3,014-19.6% | $4,628-47.6% | $2,381+1.8% |
| Participant deferral / active EE | $4,799 | $5,240-8.4% | $6,426-25.3% | $3,470+38.3% |
| Admin fee / account holder | $7,132 | $5,519+29.2% | $9,284-23.2% | $4,887+45.9% |