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 | $36,193 | $100,792-64.1% | $86,691-58.3% | $134,509-73.1% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -17.61% | 29.08%-46.7pp | 35.94%-53.6pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,524 | $3,491-56.3% | $2,837-46.3% | $4,741-67.8% |
| Participant deferral / active EE | $2,565 | $5,339-52.0% | $4,656-44.9% | $6,400-59.9% |
| Admin fee / account holder | $3,353 | $10,924-69.3% | $7,492-55.2% | $11,427-70.7% |