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 | $27,306 | $43,730-37.6% | $121,208-77.5% | $64,181-57.5% |
| Participation rate | 57.1% | 58.3%-1.2pp | 71.8%-14.6pp | 69.6%-12.4pp |
| Annual return | -6.73% | 68.94%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,328 | $1,297+2.4% | $4,023-67.0% | $2,381-44.2% |
| Participant deferral / active EE | $2,441 | $2,281+7.0% | $3,345-27.0% | $3,470-29.7% |
| Admin fee / account holder | $1,699 | $3,502-51.5% | $5,020-66.2% | $4,887-65.2% |