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 | $41,076 | $49,177-16.5% | $79,476-48.3% | $64,181-36.0% |
| Participation rate | 56.5% | 65.0%-8.5pp | 73.3%-16.8pp | 69.6%-13.0pp |
| Annual return | -4.98% | -1.16%-3.8pp | 718.21%-723.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $328 | $2,076-84.2% | $2,800-88.3% | $2,381-86.2% |
| Participant deferral / active EE | $3,398 | $2,821+20.4% | $3,704-8.3% | $3,470-2.1% |
| Admin fee / account holder | $1,686 | $3,839-56.1% | $5,113-67.0% | $4,887-65.5% |