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 | $19,218 | $44,103-56.4% | $75,826-74.7% | $64,173-70.1% |
| Participation rate | 44.0% | 62.7%-18.7pp | 68.2%-24.2pp | 69.6%-25.6pp |
| Annual return | -7.86% | -4.72%-3.1pp | 1914.15%-1922.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $711 | $1,446-50.8% | $1,913-62.8% | $2,381-70.1% |
| Participant deferral / active EE | $1,326 | $2,204-39.8% | $2,862-53.7% | $3,470-61.8% |
| Admin fee / account holder | $6,801 | $3,506+94.0% | $4,726+43.9% | $4,887+39.1% |