Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,395 | $48,050-49.2% | $85,969-71.6% | $59,633-59.1% |
| Participation rate | 24.5% | 64.5%-40.0pp | 76.5%-52.0pp | 68.7%-44.2pp |
| Annual return | -2.40% | 0.29%-2.7pp | 9.32%-11.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,840 | $2,249-18.2% | $3,829-52.0% | $3,192-42.4% |
| Admin fee / account holder | $554 | $3,206-82.7% | $6,053-90.8% | $4,297-87.1% |