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 | $64,286 | $78,694-18.3% | $67,652-5.0% | $125,389-48.7% |
| Participation rate | 45.8% | 78.8%-33.0pp | 75.7%-29.8pp | 83.2%-37.4pp |
| Annual return | -2.07% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,910 | $3,044-37.3% | $2,266-15.7% | $4,866-60.8% |
| Participant deferral / active EE | $3,525 | $4,292-17.9% | $3,560-1.0% | $5,352-34.1% |
| Admin fee / account holder | $936 | $7,403-87.4% | $4,821-80.6% | $9,541-90.2% |