Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,892 | $82,674-40.9% | $125,363-61.0% | $68,495-28.6% |
| Participation rate | 37.9% | 75.0%-37.1pp | 82.4%-44.4pp | 67.9%-30.0pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.15%-587.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $817 | $3,382-75.8% | $4,815-83.0% | $2,596-68.5% |
| Participant deferral / active EE | $4,882 | $6,111-20.1% | $7,447-34.4% | $4,028+21.2% |
| Admin fee / account holder | $679 | $6,276-89.2% | $10,005-93.2% | $5,403-87.4% |