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 | $31,149 | $75,962-59.0% | $154,108-79.8% | $64,173-51.5% |
| Participation rate | 64.6% | 70.4%-5.8pp | 83.0%-18.4pp | 69.6%-4.9pp |
| Annual return | -7.58% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $812 | $3,350-75.8% | $5,298-84.7% | $2,381-65.9% |
| Participant deferral / active EE | $1,665 | $3,175-47.5% | $5,081-67.2% | $3,470-52.0% |
| Admin fee / account holder | $2,370 | $5,589-57.6% | $13,411-82.3% | $4,887-51.5% |