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 | $42,606 | $54,357-21.6% | $82,706-48.5% | $68,495-37.8% |
| Participation rate | 65.9% | 63.9%+2.0pp | 72.6%-6.6pp | 67.9%-2.0pp |
| Annual return | -5.97% | -13.67%+7.7pp | 701.76%-707.7pp | -7.84%+1.9pp |
| Employer contribution / active EE | $1,656 | $2,218-25.4% | $3,007-44.9% | $2,596-36.2% |
| Participant deferral / active EE | $4,571 | $3,246+40.8% | $4,394+4.0% | $4,028+13.5% |
| Admin fee / account holder | $1,479 | $4,396-66.4% | $5,329-72.2% | $5,403-72.6% |