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 | $15,945 | $69,012-76.9% | $160,037-90.0% | $68,490-76.7% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 67.9%-27.9pp |
| Annual return | -14.10% | -9.65%-4.4pp | 408.95%-423.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,014 | $2,212-54.1% | $4,226-76.0% | $2,597-60.9% |
| Participant deferral / active EE | $2,413 | $4,212-42.7% | $6,184-61.0% | $4,028-40.1% |
| Admin fee / account holder | $1,074 | $4,798-77.6% | $8,716-87.7% | $5,403-80.1% |