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 | $31,782 | $44,103-27.9% | $75,826-58.1% | $64,173-50.5% |
| Participation rate | 36.6% | 62.7%-26.1pp | 68.2%-31.6pp | 69.6%-33.0pp |
| Annual return | -3.82% | -4.72%+0.9pp | 1914.15%-1918.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $578 | $1,446-60.0% | $1,913-69.8% | $2,381-75.7% |
| Participant deferral / active EE | $1,326 | $2,204-39.8% | $2,862-53.7% | $3,470-61.8% |
| Admin fee / account holder | $6,320 | $3,506+80.3% | $4,726+33.7% | $4,887+29.3% |