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 | $13,672 | $39,798-65.6% | $67,704-79.8% | $59,633-77.1% |
| Participation rate | 65.0% | 57.4%+7.6pp | 67.5%-2.5pp | 68.7%-3.7pp |
| Annual return | -2.16% | 89.94%-92.1pp | 25.41%-27.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $571 | $1,393-59.0% | $2,559-77.7% | $2,203-74.1% |
| Participant deferral / active EE | $2,351 | $2,335+0.7% | $3,585-34.4% | $3,192-26.3% |
| Admin fee / account holder | $587 | $3,212-81.7% | $4,255-86.2% | $4,297-86.3% |