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 | $22,968 | $75,962-69.8% | $154,108-85.1% | $64,173-64.2% |
| Participation rate | 68.9% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.7pp |
| Annual return | -3.16% | 30.32%-33.5pp | 735.21%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $874 | $3,350-73.9% | $5,298-83.5% | $2,381-63.3% |
| Participant deferral / active EE | $2,754 | $3,175-13.3% | $5,081-45.8% | $3,470-20.6% |
| Admin fee / account holder | $810 | $5,589-85.5% | $13,411-94.0% | $4,887-83.4% |