Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,594 | $27,639-54.4% | $61,501-79.5% | $68,490-81.6% |
| Participation rate | 15.9% | 39.5%-23.6pp | 52.6%-36.7pp | 67.9%-52.0pp |
| Annual return | -20.66% | -13.19%-7.5pp | 339.04%-359.7pp | -7.85%-12.8pp |
| Employer contribution / active EE | $426 | $696-38.8% | $1,160-63.3% | $2,597-83.6% |
| Participant deferral / active EE | $1,021 | $1,264-19.2% | $2,125-52.0% | $4,028-74.7% |
| Admin fee / account holder | $829 | $2,012-58.8% | $2,132-61.1% | $5,403-84.7% |