Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,747 | $91,525-22.7% | $130,026-45.6% | $75,181-5.9% |
| Participation rate | 61.3% | 71.4%-10.2pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | 19.63% | -631.40%+651.0pp | -137.26%+156.9pp | 160.69%-141.1pp |
| Employer contribution / active EE | $3,032 | $2,844+6.6% | $4,321-29.8% | $2,671+13.5% |
| Participant deferral / active EE | $6,152 | $4,342+41.7% | $5,821+5.7% | $4,126+49.1% |
| Admin fee / account holder | $560 | $6,778-91.7% | $10,608-94.7% | $5,650-90.1% |