Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,065 | $48,267-50.1% | $68,794-65.0% | $68,495-64.9% |
| Participation rate | 61.0% | 60.7%+0.3pp | 69.0%-8.0pp | 67.9%-6.9pp |
| Annual return | -5.88% | -12.70%+6.8pp | -6.37%+0.5pp | -7.84%+2.0pp |
| Employer contribution / active EE | $1,778 | $1,829-2.8% | $2,656-33.0% | $2,596-31.5% |
| Participant deferral / active EE | $4,755 | $2,867+65.9% | $3,941+20.6% | $4,028+18.1% |
| Admin fee / account holder | $2,050 | $4,362-53.0% | $4,934-58.5% | $5,403-62.1% |