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 | $34,146 | $133,981-74.5% | $112,249-69.6% | $134,532-74.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -14.16% | 47.16%-61.3pp | 27.48%-41.6pp | 418.27%-432.4pp |
| Employer contribution / active EE | $6,012 | $4,040+48.8% | $3,636+65.3% | $4,741+26.8% |
| Participant deferral / active EE | $2,381 | $5,292-55.0% | $4,729-49.7% | $6,401-62.8% |
| Admin fee / account holder | $2,248 | $7,492-70.0% | $6,412-65.0% | $11,429-80.3% |