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 | $48,972 | $82,324-40.5% | $68,803-28.8% | $134,545-63.6% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -20.56% | -2.17%-18.4pp | -6.37%-14.2pp | 418.37%-438.9pp |
| Employer contribution / active EE | $811 | $3,302-75.4% | $2,656-69.5% | $4,742-82.9% |
| Participant deferral / active EE | $1,588 | $4,740-66.5% | $3,942-59.7% | $6,401-75.2% |
| Admin fee / account holder | $11,519 | $6,485+77.6% | $4,936+133.4% | $11,431+0.8% |