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 | $40,743 | $62,586-34.9% | $76,766-46.9% | $64,181-36.5% |
| Participation rate | 37.5% | 72.8%-35.3pp | 77.0%-39.5pp | 69.6%-32.1pp |
| Annual return | -5.37% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $561 | $1,832-69.4% | $2,485-77.4% | $2,381-76.5% |
| Participant deferral / active EE | $2,129 | $3,145-32.3% | $3,851-44.7% | $3,470-38.6% |
| Admin fee / account holder | $2,480 | $4,667-46.9% | $6,675-62.8% | $4,887-49.3% |