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 | $24,386 | $75,832-67.8% | $147,617-83.5% | $59,633-59.1% |
| Participation rate | 61.2% | 71.6%-10.3pp | 84.6%-23.4pp | 68.7%-7.4pp |
| Annual return | -1.65% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $818 | $3,485-76.5% | $5,564-85.3% | $2,203-62.9% |
| Participant deferral / active EE | $1,631 | $3,131-47.9% | $4,895-66.7% | $3,192-48.9% |
| Admin fee / account holder | $677 | $5,986-88.7% | $11,612-94.2% | $4,297-84.3% |