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 | $16,368 | $95,188-82.8% | $76,518-78.6% | $135,379-87.9% |
| Participation rate | 53.3% | 74.4%-21.1pp | 68.0%-14.7pp | 82.6%-29.3pp |
| Annual return | -0.98% | 4.85%-5.8pp | -0.27%-0.7pp | 519.79%-520.8pp |
| Employer contribution / active EE | $578 | $3,303-82.5% | $2,647-78.1% | $4,779-87.9% |
| Participant deferral / active EE | $621 | $4,640-86.6% | $3,836-83.8% | $5,609-88.9% |
| Admin fee / account holder | $1,313 | $6,249-79.0% | $4,849-72.9% | $10,828-87.9% |