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 | $24,733 | $69,541-64.4% | $59,899-58.7% | $135,380-81.7% |
| Participation rate | 43.5% | 77.8%-34.4pp | 74.7%-31.2pp | 82.6%-39.2pp |
| Annual return | -5.77% | 7.95%-13.7pp | 3.46%-9.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $440 | $3,236-86.4% | $2,723-83.8% | $4,779-90.8% |
| Participant deferral / active EE | $2,101 | $4,206-50.0% | $3,402-38.2% | $5,609-62.5% |
| Admin fee / account holder | $1,030 | $5,737-82.0% | $3,592-71.3% | $10,828-90.5% |