Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,223 | $95,915-76.8% | $79,580-72.1% | $134,532-83.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -15.61% | -2.71%-12.9pp | 0.15%-15.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,996 | $3,129-36.2% | $2,413-17.3% | $4,741-57.9% |
| Participant deferral / active EE | $3,773 | $4,693-19.6% | $3,985-5.3% | $6,401-41.1% |
| Admin fee / account holder | $1,794 | $9,132-80.4% | $6,835-73.8% | $11,429-84.3% |