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 | $49,287 | $91,537-46.2% | $130,045-62.1% | $75,173-34.4% |
| Participation rate | 62.5% | 71.5%-9.0pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 15.63% | -631.55%+647.2pp | -137.30%+152.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,184 | $2,845-58.4% | $4,321-72.6% | $2,671-55.7% |
| Participant deferral / active EE | $2,978 | $4,343-31.4% | $5,820-48.8% | $4,126-27.8% |
| Admin fee / account holder | $1,121 | $6,780-83.5% | $10,600-89.4% | $5,651-80.2% |