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 | $16,238 | $133,998-87.9% | $112,263-85.5% | $134,545-87.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.04% | 47.17%-66.2pp | 27.49%-46.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $988 | $4,040-75.5% | $3,636-72.8% | $4,742-79.2% |
| Participant deferral / active EE | $2,407 | $5,292-54.5% | $4,729-49.1% | $6,401-62.4% |
| Admin fee / account holder | $1,103 | $7,493-85.3% | $6,410-82.8% | $11,431-90.4% |