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 | $6,354 | $27,639-77.0% | $61,501-89.7% | $68,490-90.7% |
| Participation rate | 30.8% | 39.5%-8.7pp | 52.6%-21.8pp | 67.9%-37.1pp |
| Annual return | -17.92% | -13.19%-4.7pp | 339.04%-357.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $805 | $696+15.7% | $1,160-30.6% | $2,597-69.0% |
| Participant deferral / active EE | $975 | $1,264-22.9% | $2,125-54.1% | $4,028-75.8% |
| Admin fee / account holder | $2,819 | $2,012+40.1% | $2,132+32.3% | $5,403-47.8% |