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 | $35,043 | $45,566-23.1% | $64,105-45.3% | $59,632-41.2% |
| Participation rate | 35.3% | 60.2%-24.9pp | 68.2%-32.9pp | 68.7%-33.4pp |
| Annual return | -1.62% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $174 | $934-81.4% | $1,820-90.5% | $2,203-92.1% |
| Participant deferral / active EE | $1,157 | $2,057-43.7% | $2,822-59.0% | $3,192-63.7% |
| Admin fee / account holder | $429 | $3,268-86.9% | $4,499-90.5% | $4,297-90.0% |