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 | $68,996-51.2% | $159,991-78.9% | $68,495-50.8% |
| Participation rate | 56.6% | 65.4%-8.8pp | 78.0%-21.4pp | 67.9%-11.3pp |
| Annual return | -16.48% | -9.65%-6.8pp | 408.82%-425.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,270 | $2,212-42.6% | $4,225-69.9% | $2,596-51.1% |
| Participant deferral / active EE | $2,782 | $4,211-33.9% | $6,183-55.0% | $4,028-30.9% |
| Admin fee / account holder | $967 | $4,797-79.9% | $8,715-88.9% | $5,403-82.1% |