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 | $43,429 | $56,339-22.9% | $104,299-58.4% | $68,490-36.6% |
| Participation rate | 25.0% | 63.3%-38.3pp | 73.3%-48.3pp | 67.9%-42.9pp |
| Annual return | -17.44% | -9.19%-8.3pp | 24.62%-42.1pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,987 | $1,960+1.4% | $3,373-41.1% | $2,597-23.5% |
| Participant deferral / active EE | $3,740 | $3,077+21.5% | $4,626-19.1% | $4,028-7.1% |
| Admin fee / account holder | $30,297 | $4,902+518.1% | $7,339+312.8% | $5,403+460.7% |