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 | $19,055 | $33,120-42.5% | $40,757-53.2% | $59,633-68.0% |
| Participation rate | 46.3% | 70.7%-24.4pp | 79.3%-32.9pp | 68.7%-22.3pp |
| Annual return | 1.28% | 1.43%-0.1pp | -0.50%+1.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $858 | $2,119-59.5% | $3,004-71.4% | $2,203-61.0% |
| Participant deferral / active EE | $909 | $2,513-63.8% | $3,485-73.9% | $3,192-71.5% |
| Admin fee / account holder | $1,109 | $2,449-54.7% | $4,272-74.0% | $4,297-74.2% |