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 | $27,740 | $57,352-51.6% | $83,831-66.9% | $64,173-56.8% |
| Participation rate | 56.3% | 68.6%-12.4pp | 76.1%-19.9pp | 69.6%-13.3pp |
| Annual return | -6.27% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $973 | $2,546-61.8% | $3,631-73.2% | $2,381-59.1% |
| Participant deferral / active EE | $1,461 | $2,993-51.2% | $4,082-64.2% | $3,470-57.9% |
| Admin fee / account holder | $10,991 | $4,046+171.6% | $5,479+100.6% | $4,887+124.9% |