Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,206 | $73,863-78.1% | $143,797-88.7% | $68,490-76.3% |
| Participation rate | 68.3% | 66.7%+1.6pp | 80.3%-12.1pp | 67.9%+0.4pp |
| Annual return | -17.67% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,911 | $3,185-40.0% | $4,952-61.4% | $2,597-26.4% |
| Participant deferral / active EE | $4,673 | $3,385+38.1% | $5,638-17.1% | $4,028+16.0% |
| Admin fee / account holder | $863 | $5,756-85.0% | $14,679-94.1% | $5,403-84.0% |