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 | $39,785 | $167,362-76.2% | $143,799-72.3% | $134,532-70.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.34% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,654 | $5,620-70.6% | $4,952-66.6% | $4,741-65.1% |
| Participant deferral / active EE | $4,115 | $6,447-36.2% | $5,638-27.0% | $6,401-35.7% |
| Admin fee / account holder | $979 | $18,094-94.6% | $14,677-93.3% | $11,429-91.4% |