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 | $29,966 | $131,835-77.3% | $108,582-72.4% | $273,972-89.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 10.63% | -91.57%+102.2pp | -51.70%+62.3pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,314 | $4,913-52.9% | $3,758-38.4% | $4,869-52.5% |
| Participant deferral / active EE | $4,936 | $5,127-3.7% | $4,311+14.5% | $5,287-6.6% |
| Admin fee / account holder | $2,815 | $10,253-72.5% | $7,645-63.2% | $10,133-72.2% |