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 | $56,360 | $57,352-1.7% | $83,831-32.8% | $64,173-12.2% |
| Participation rate | 56.9% | 68.6%-11.7pp | 76.1%-19.3pp | 69.6%-12.7pp |
| Annual return | -4.59% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,539 | $2,546-0.2% | $3,631-30.1% | $2,381+6.7% |
| Participant deferral / active EE | $3,109 | $2,993+3.9% | $4,082-23.8% | $3,470-10.4% |
| Admin fee / account holder | $1,225 | $4,046-69.7% | $5,479-77.6% | $4,887-74.9% |