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 | $51,030 | $67,352-24.2% | $60,899-16.2% | $134,509-62.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -14.55% | 49.99%-64.5pp | 16.92%-31.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $1,238 | $3,098-60.0% | $2,702-54.2% | $4,741-73.9% |
| Participant deferral / active EE | $2,446 | $4,539-46.1% | $3,817-35.9% | $6,400-61.8% |
| Admin fee / account holder | $2,349 | $4,585-48.8% | $3,225-27.2% | $11,427-79.4% |