Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,777 | $69,012-59.8% | $160,009-82.6% | $68,486-59.4% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 67.9%-1.2pp |
| Annual return | -13.10% | -9.65%-3.5pp | 408.85%-421.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $4,410 | $2,212+99.3% | $4,225+4.4% | $2,597+69.8% |
| Participant deferral / active EE | $6,277 | $4,212+49.0% | $6,183+1.5% | $4,028+55.9% |
| Admin fee / account holder | $2,451 | $4,798-48.9% | $8,715-71.9% | $5,404-54.6% |