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 | $44,184 | $75,832-41.7% | $147,617-70.1% | $59,633-25.9% |
| Participation rate | 42.7% | 71.6%-28.9pp | 84.6%-42.0pp | 68.7%-26.0pp |
| Annual return | -1.62% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $606 | $3,485-82.6% | $5,564-89.1% | $2,203-72.5% |
| Participant deferral / active EE | $1,214 | $3,131-61.2% | $4,895-75.2% | $3,192-62.0% |
| Admin fee / account holder | $308 | $5,986-94.9% | $11,612-97.3% | $4,297-92.8% |