Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,979 | $95,979-60.4% | $74,551-49.1% | $135,380-71.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -4.92% | 56.97%-61.9pp | 32.53%-37.5pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,069 | $2,716-60.7% | $1,961-45.5% | $4,779-77.6% |
| Participant deferral / active EE | $8,023 | $3,844+108.7% | $3,108+158.1% | $5,609+43.0% |
| Admin fee / account holder | $4,458 | $6,522-31.7% | $5,059-11.9% | $10,828-58.8% |