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 | $47,489 | $75,832-37.4% | $147,617-67.8% | $59,633-20.4% |
| Participation rate | 62.4% | 71.6%-9.2pp | 84.6%-22.3pp | 68.7%-6.3pp |
| Annual return | -1.68% | 0.37%-2.0pp | 61.98%-63.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,119 | $3,485-67.9% | $5,564-79.9% | $2,203-49.2% |
| Participant deferral / active EE | $2,183 | $3,131-30.3% | $4,895-55.4% | $3,192-31.6% |
| Admin fee / account holder | $10,240 | $5,986+71.1% | $11,612-11.8% | $4,297+138.3% |