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 | $41,609 | $138,072-69.9% | $123,549-66.3% | $135,382-69.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.75% | 153.69%-160.4pp | 119.20%-126.0pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,207 | $5,152-76.6% | $4,628-73.9% | $4,779-74.8% |
| Participant deferral / active EE | $3,379 | $6,799-50.3% | $6,426-47.4% | $5,609-39.8% |
| Admin fee / account holder | $1,047 | $10,917-90.4% | $9,284-88.7% | $10,829-90.3% |