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 | $64,906 | $91,536-29.1% | $130,062-50.1% | $75,177-13.7% |
| Participation rate | 62.2% | 71.5%-9.2pp | 78.5%-16.3pp | 67.2%-5.0pp |
| Annual return | 13.92% | -631.62%+645.5pp | -137.37%+151.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,549 | $2,845-45.6% | $4,322-64.2% | $2,671-42.0% |
| Participant deferral / active EE | $3,850 | $4,343-11.3% | $5,821-33.8% | $4,126-6.7% |
| Admin fee / account holder | $1,132 | $6,780-83.3% | $10,601-89.3% | $5,651-80.0% |