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 | $16,099 | $73,848-78.2% | $143,799-88.8% | $68,486-76.5% |
| Participation rate | 14.9% | 66.7%-51.8pp | 80.3%-65.4pp | 67.9%-53.0pp |
| Annual return | -15.43% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $405 | $3,184-87.3% | $4,952-91.8% | $2,597-84.4% |
| Participant deferral / active EE | $1,444 | $3,385-57.3% | $5,638-74.4% | $4,028-64.1% |
| Admin fee / account holder | $525 | $5,755-90.9% | $14,677-96.4% | $5,404-90.3% |