Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,797 | $133,983-67.3% | $112,244-61.0% | $134,493-67.4% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -16.87% | 47.13%-64.0pp | 27.46%-44.3pp | 418.01%-434.9pp |
| Employer contribution / active EE | $1,875 | $4,039-53.6% | $3,635-48.4% | $4,740-60.4% |
| Participant deferral / active EE | $5,183 | $5,291-2.0% | $4,728+9.6% | $6,400-19.0% |
| Admin fee / account holder | $2,996 | $7,490-60.0% | $6,411-53.3% | $11,425-73.8% |