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 | $35,250 | $129,943-72.9% | $104,303-66.2% | $134,493-73.8% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -20.31% | 42.03%-62.3pp | 24.61%-44.9pp | 418.01%-438.3pp |
| Employer contribution / active EE | $1,258 | $4,185-69.9% | $3,372-62.7% | $4,740-73.5% |
| Participant deferral / active EE | $2,111 | $5,588-62.2% | $4,625-54.4% | $6,400-67.0% |
| Admin fee / account holder | $630 | $9,323-93.2% | $7,340-91.4% | $11,425-94.5% |