Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,270 | $44,103-63.1% | $75,826-78.5% | $64,173-74.6% |
| Participation rate | 59.4% | 62.7%-3.4pp | 68.2%-8.8pp | 69.6%-10.2pp |
| Annual return | -5.88% | -4.72%-1.2pp | 1914.15%-1920.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,160 | $1,446-19.8% | $1,913-39.4% | $2,381-51.3% |
| Participant deferral / active EE | $1,606 | $2,204-27.1% | $2,862-43.9% | $3,470-53.7% |
| Admin fee / account holder | $1,497 | $3,506-57.3% | $4,726-68.3% | $4,887-69.4% |