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 | $22,896 | $75,935-69.8% | $60,547-62.2% | $125,389-81.7% |
| Participation rate | 19.0% | 76.5%-57.5pp | 68.0%-48.9pp | 83.2%-64.1pp |
| Annual return | -1.10% | -5.38%+4.3pp | 335.64%-336.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,520 | $4,506-66.3% | $3,328-54.3% | $5,352-71.6% |
| Admin fee / account holder | $1,768 | $6,768-73.9% | $4,536-61.0% | $9,541-81.5% |