Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,626 | $54,370-58.4% | $82,763-72.7% | $68,490-67.0% |
| Participation rate | 32.6% | 63.9%-31.4pp | 72.6%-40.0pp | 67.9%-35.3pp |
| Annual return | -18.27% | -13.67%-4.6pp | 702.45%-720.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $707 | $2,219-68.2% | $3,008-76.5% | $2,597-72.8% |
| Participant deferral / active EE | $1,425 | $3,247-56.1% | $4,395-67.6% | $4,028-64.6% |
| Admin fee / account holder | $315 | $4,398-92.8% | $5,325-94.1% | $5,403-94.2% |