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 | $53,001 | $62,583-15.3% | $76,767-31.0% | $64,173-17.4% |
| Participation rate | 0.0% | 72.8%-72.8pp | 77.0%-77.0pp | 69.6%-69.6pp |
| Annual return | -7.39% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,858 | $1,832+56.0% | $2,485+15.0% | $2,381+20.1% |
| Participant deferral / active EE | $6,111 | $3,145+94.3% | $3,852+58.7% | $3,470+76.1% |
| Admin fee / account holder | $1,435 | $4,667-69.2% | $6,675-78.5% | $4,887-70.6% |