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 | $20,888 | $57,352-63.6% | $83,831-75.1% | $64,173-67.4% |
| Participation rate | 56.4% | 68.6%-12.2pp | 76.1%-19.7pp | 69.6%-13.2pp |
| Annual return | -6.59% | 11.38%-18.0pp | 850.99%-857.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,787 | $2,546-29.8% | $3,631-50.8% | $2,381-24.9% |
| Participant deferral / active EE | $2,441 | $2,993-18.4% | $4,082-40.2% | $3,470-29.6% |
| Admin fee / account holder | $6,344 | $4,046+56.8% | $5,479+15.8% | $4,887+29.8% |