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 | $25,887 | $45,566-43.2% | $64,105-59.6% | $59,633-56.6% |
| Participation rate | 14.3% | 60.2%-45.9pp | 68.2%-53.9pp | 68.7%-54.4pp |
| Annual return | -0.10% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $235 | $934-74.9% | $1,820-87.1% | $2,203-89.3% |
| Participant deferral / active EE | $1,378 | $2,057-33.0% | $2,822-51.2% | $3,192-56.8% |
| Admin fee / account holder | $1,622 | $3,268-50.4% | $4,499-64.0% | $4,297-62.3% |