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 | $43,383 | $142,392-69.5% | $119,622-63.7% | $134,532-67.8% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -19.07% | -12.46%-6.6pp | -14.98%-4.1pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,731 | $5,224-66.9% | $4,232-59.1% | $4,741-63.5% |
| Participant deferral / active EE | $3,944 | $6,467-39.0% | $5,601-29.6% | $6,401-38.4% |
| Admin fee / account holder | $2,794 | $13,593-79.4% | $10,328-72.9% | $11,429-75.6% |