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 | $36,172 | $211,946-82.9% | $169,452-78.7% | $135,380-73.3% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -7.04% | 3.26%-10.3pp | 1.83%-8.9pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,410 | $5,117-72.4% | $4,157-66.1% | $4,779-70.5% |
| Participant deferral / active EE | $3,051 | $6,075-49.8% | $5,277-42.2% | $5,609-45.6% |
| Admin fee / account holder | $472 | $11,472-95.9% | $9,110-94.8% | $10,828-95.6% |