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 | $38,288 | $75,959-49.6% | $154,114-75.2% | $64,181-40.3% |
| Participation rate | 42.7% | 70.4%-27.7pp | 83.0%-40.4pp | 69.6%-26.9pp |
| Annual return | -7.40% | 30.32%-37.7pp | 735.16%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,185 | $3,350-64.6% | $5,298-77.6% | $2,381-50.2% |
| Participant deferral / active EE | $2,007 | $3,175-36.8% | $5,081-60.5% | $3,470-42.2% |
| Admin fee / account holder | $6,979 | $5,589+24.9% | $13,411-48.0% | $4,887+42.8% |