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 | $19,504 | $54,370-64.1% | $82,763-76.4% | $68,490-71.5% |
| Participation rate | 37.8% | 63.9%-26.2pp | 72.6%-34.8pp | 67.9%-30.1pp |
| Annual return | -16.21% | -13.67%-2.5pp | 702.45%-718.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $297 | $2,219-86.6% | $3,008-90.1% | $2,597-88.6% |
| Participant deferral / active EE | $1,830 | $3,247-43.6% | $4,395-58.4% | $4,028-54.6% |
| Admin fee / account holder | $5,675 | $4,398+29.0% | $5,325+6.6% | $5,403+5.0% |