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 | $8,441 | $32,117-73.7% | $71,089-88.1% | $64,173-86.8% |
| Participation rate | 61.9% | 42.7%+19.2pp | 54.6%+7.3pp | 69.6%-7.7pp |
| Annual return | -9.45% | -5.57%-3.9pp | 650.65%-660.1pp | 7.63%-17.1pp |
| Employer contribution / active EE | $617 | $712-13.3% | $1,088-43.3% | $2,381-74.1% |
| Participant deferral / active EE | $1,356 | $1,263+7.3% | $1,873-27.6% | $3,470-60.9% |
| Admin fee / account holder | $716 | $2,759-74.0% | $3,082-76.8% | $4,887-85.3% |