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 | $54,154 | $168,636-67.9% | $147,618-63.3% | $125,388-56.8% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -1.27% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,323 | $6,252-78.8% | $5,565-76.2% | $4,866-72.8% |
| Participant deferral / active EE | $3,946 | $5,507-28.3% | $4,895-19.4% | $5,352-26.3% |
| Admin fee / account holder | $1,033 | $13,580-92.4% | $11,612-91.1% | $9,541-89.2% |