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 | $53,361 | $75,832-29.6% | $147,617-63.9% | $59,633-10.5% |
| Participation rate | 37.0% | 71.6%-34.6pp | 84.6%-47.7pp | 68.7%-31.7pp |
| Annual return | -1.74% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,886 | $3,485-45.9% | $5,564-66.1% | $2,203-14.4% |
| Participant deferral / active EE | $2,534 | $3,131-19.1% | $4,895-48.2% | $3,192-20.6% |
| Admin fee / account holder | $651 | $5,986-89.1% | $11,612-94.4% | $4,297-84.8% |