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 | $63,073 | $95,895-34.2% | $79,576-20.7% | $134,509-53.1% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -1.06% | -2.72%+1.7pp | 0.15%-1.2pp | 418.13%-419.2pp |
| Employer contribution / active EE | $1,573 | $3,128-49.7% | $2,413-34.8% | $4,741-66.8% |
| Participant deferral / active EE | $2,960 | $4,693-36.9% | $3,985-25.7% | $6,400-53.8% |
| Admin fee / account holder | $1,276 | $9,129-86.0% | $6,834-81.3% | $11,427-88.8% |