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 | $58,252 | $72,404-19.5% | $110,243-47.2% | $64,173-9.2% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.0pp |
| Annual return | -3.06% | -6.29%+3.2pp | 314.76%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,943 | $2,282+29.0% | $3,827-23.1% | $2,381+23.6% |
| Participant deferral / active EE | $6,477 | $3,469+86.7% | $4,672+38.6% | $3,470+86.7% |
| Admin fee / account holder | $6,145 | $5,664+8.5% | $8,548-28.1% | $4,887+25.7% |