Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,168 | $82,678-75.6% | $125,391-83.9% | $68,490-70.6% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.41%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,724 | $3,382-49.0% | $4,816-64.2% | $2,597-33.6% |
| Participant deferral / active EE | $5,578 | $6,111-8.7% | $7,448-25.1% | $4,028+38.5% |
| Admin fee / account holder | $841 | $6,277-86.6% | $10,009-91.6% | $5,403-84.4% |