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 | $7,272 | $30,732-76.3% | $59,496-87.8% | $59,633-87.8% |
| Participation rate | 23.1% | 43.2%-20.1pp | 54.6%-31.5pp | 68.7%-45.6pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $833 | $631+32.0% | $1,153-27.8% | $2,203-62.2% |
| Participant deferral / active EE | $1,017 | $1,183-14.0% | $1,829-44.4% | $3,192-68.1% |
| Admin fee / account holder | $597 | $2,136-72.1% | $2,232-73.3% | $4,297-86.1% |