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 | $32,301 | $59,107-45.4% | $86,439-62.6% | $68,495-52.8% |
| Participation rate | 68.2% | 75.2%-7.1pp | 80.3%-12.1pp | 67.9%+0.3pp |
| Annual return | -11.95% | -0.23%-11.7pp | 4395.55%-4407.5pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,310 | $2,519-8.3% | $3,769-38.7% | $2,596-11.1% |
| Participant deferral / active EE | $4,252 | $5,901-27.9% | $6,952-38.8% | $4,028+5.6% |
| Admin fee / account holder | $1,237 | $5,637-78.1% | $6,732-81.6% | $5,403-77.1% |