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 | $18,972 | $82,288-76.9% | $68,794-72.4% | $134,509-85.9% |
| Participation rate | 58.3% | 75.1%-16.7pp | 69.0%-10.7pp | 81.2%-22.9pp |
| Annual return | -19.80% | -2.19%-17.6pp | -6.37%-13.4pp | 418.13%-437.9pp |
| Employer contribution / active EE | $1,261 | $3,301-61.8% | $2,656-52.5% | $4,741-73.4% |
| Participant deferral / active EE | $3,995 | $4,738-15.7% | $3,941+1.4% | $6,400-37.6% |
| Admin fee / account holder | $384 | $6,482-94.1% | $4,934-92.2% | $11,427-96.6% |