Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,112 | $134,001-58.9% | $112,258-50.9% | $134,509-59.0% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.5pp |
| Annual return | -16.60% | 47.15%-63.7pp | 27.47%-44.1pp | 418.13%-434.7pp |
| Employer contribution / active EE | $899 | $4,039-77.7% | $3,636-75.3% | $4,741-81.0% |
| Participant deferral / active EE | $2,500 | $5,291-52.7% | $4,728-47.1% | $6,400-60.9% |
| Admin fee / account holder | $25,547 | $7,491+241.0% | $6,411+298.5% | $11,427+123.6% |