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 | $71,280 | $91,537-22.1% | $130,045-45.2% | $75,173-5.2% |
| Participation rate | 27.3% | 71.5%-44.2pp | 78.5%-51.2pp | 67.2%-39.9pp |
| Annual return | 15.47% | -631.55%+647.0pp | -137.30%+152.8pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,118 | $2,845-60.7% | $4,321-74.1% | $2,671-58.1% |
| Participant deferral / active EE | $2,303 | $4,343-47.0% | $5,820-60.4% | $4,126-44.2% |
| Admin fee / account holder | $2,261 | $6,780-66.7% | $10,600-78.7% | $5,651-60.0% |