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 | $33,681 | $28,109+19.8% | $71,086-52.6% | $56,287-40.2% |
| Participation rate | 9.2% | 40.4%-31.2pp | 54.7%-45.4pp | 69.9%-60.6pp |
| Annual return | 10.11% | -615.05%+625.2pp | 650.59%-640.5pp | -9.96%+20.1pp |
| Employer contribution / active EE | $383 | $558-31.4% | $1,088-64.8% | $2,111-81.9% |
| Participant deferral / active EE | $550 | $1,116-50.7% | $1,874-70.6% | $3,350-83.6% |
| Admin fee / account holder | $5,553 | $585+849.7% | $3,082+80.2% | $521+966.0% |