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 | $25,885 | $46,745-44.6% | $60,547-57.2% | $52,331-50.5% |
| Participation rate | 22.5% | 58.6%-36.0pp | 68.0%-45.4pp | 68.1%-45.6pp |
| Annual return | -1.30% | 0.61%-1.9pp | 335.64%-336.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,110 | $2,145-48.3% | $3,328-66.6% | $3,022-63.3% |
| Admin fee / account holder | $750 | $537+39.7% | $4,536-83.5% | $592+26.8% |