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 | $15,618 | $75,962-79.4% | $154,108-89.9% | $64,173-75.7% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -3.96% | 30.32%-34.3pp | 735.21%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $853 | $3,350-74.5% | $5,298-83.9% | $2,381-64.2% |
| Participant deferral / active EE | $1,091 | $3,175-65.6% | $5,081-78.5% | $3,470-68.6% |
| Admin fee / account holder | $428 | $5,589-92.3% | $13,411-96.8% | $4,887-91.2% |