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 | $28,016 | $27,632+1.4% | $61,399-54.4% | $68,495-59.1% |
| Participation rate | 37.1% | 39.5%-2.4pp | 52.6%-15.5pp | 67.9%-30.8pp |
| Annual return | -17.71% | -13.24%-4.5pp | 338.81%-356.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $225 | $696-67.7% | $1,159-80.6% | $2,596-91.3% |
| Participant deferral / active EE | $1,117 | $1,264-11.6% | $2,124-47.4% | $4,028-72.3% |
| Admin fee / account holder | $376 | $2,010-81.3% | $2,131-82.4% | $5,403-93.0% |