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 | $28,353 | $82,678-65.7% | $125,391-77.4% | $68,490-58.6% |
| Participation rate | 57.6% | 75.1%-17.4pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | -8.53% | -5.97%-2.6pp | 572.41%-580.9pp | -7.85%-0.7pp |
| Employer contribution / active EE | $1,819 | $3,382-46.2% | $4,816-62.2% | $2,597-30.0% |
| Participant deferral / active EE | $4,046 | $6,111-33.8% | $7,448-45.7% | $4,028+0.4% |
| Admin fee / account holder | $4,396 | $6,277-30.0% | $10,009-56.1% | $5,403-18.6% |