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 | $65,357 | $49,177+32.9% | $79,466-17.8% | $64,173+1.8% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.5pp | 69.6%-13.7pp |
| Annual return | -5.03% | -1.16%-3.9pp | 718.28%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,427 | $2,076-31.3% | $2,800-49.0% | $2,381-40.0% |
| Participant deferral / active EE | $2,322 | $2,821-17.7% | $3,704-37.3% | $3,470-33.1% |
| Admin fee / account holder | $16,654 | $3,839+333.8% | $5,104+226.3% | $4,887+240.8% |