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 | $50,492 | $54,355-7.1% | $82,744-39.0% | $68,486-26.3% |
| Participation rate | 46.4% | 63.9%-17.5pp | 72.6%-26.1pp | 67.9%-21.5pp |
| Annual return | -16.55% | -13.67%-2.9pp | 702.22%-718.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,520 | $2,219-31.5% | $3,008-49.5% | $2,597-41.5% |
| Participant deferral / active EE | $3,520 | $3,246+8.4% | $4,395-19.9% | $4,028-12.6% |
| Admin fee / account holder | $2,046 | $4,397-53.5% | $5,325-61.6% | $5,404-62.1% |