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 | $56,401 | $52,519+7.4% | $155,789-63.8% | $59,633-5.4% |
| Participation rate | 44.4% | 61.7%-17.3pp | 76.1%-31.7pp | 68.7%-24.2pp |
| Annual return | -0.69% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $276 | $1,589-82.6% | $3,839-92.8% | $2,203-87.5% |
| Participant deferral / active EE | $2,860 | $3,084-7.3% | $4,798-40.4% | $3,192-10.4% |
| Admin fee / account holder | $764 | $3,540-78.4% | $7,477-89.8% | $4,297-82.2% |