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 | $33,149 | $52,519-36.9% | $155,789-78.7% | $59,633-44.4% |
| Participation rate | 68.2% | 61.7%+6.5pp | 76.1%-7.9pp | 68.7%-0.5pp |
| Annual return | -0.54% | 53.51%-54.0pp | 71.54%-72.1pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,137 | $1,589-28.4% | $3,839-70.4% | $2,203-48.4% |
| Participant deferral / active EE | $2,292 | $3,084-25.7% | $4,798-52.2% | $3,192-28.2% |
| Admin fee / account holder | $787 | $3,540-77.8% | $7,477-89.5% | $4,297-81.7% |