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 | $34,763 | $97,729-64.4% | $83,830-58.5% | $135,379-74.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -6.49% | 1287.52%-1294.0pp | 850.97%-857.5pp | 519.79%-526.3pp |
| Employer contribution / active EE | $1,608 | $4,222-61.9% | $3,631-55.7% | $4,779-66.4% |
| Participant deferral / active EE | $5,889 | $4,683+25.8% | $4,082+44.3% | $5,609+5.0% |
| Admin fee / account holder | $5,068 | $6,674-24.1% | $5,479-7.5% | $10,828-53.2% |