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 | $64,683 | $91,537-29.3% | $130,045-50.3% | $75,173-14.0% |
| Participation rate | 35.9% | 71.5%-35.5pp | 78.5%-42.6pp | 67.2%-31.3pp |
| Annual return | 18.18% | -631.55%+649.7pp | -137.30%+155.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,311 | $2,845-53.9% | $4,321-69.7% | $2,671-50.9% |
| Participant deferral / active EE | $2,952 | $4,343-32.0% | $5,820-49.3% | $4,126-28.5% |
| Admin fee / account holder | $1,186 | $6,780-82.5% | $10,600-88.8% | $5,651-79.0% |