Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,526 | $93,098-73.7% | $77,081-68.2% | $134,509-81.8% |
| Participation rate | 61.9% | 74.5%-12.6pp | 67.9%-6.0pp | 81.2%-19.3pp |
| Annual return | -18.64% | 62.63%-81.3pp | 42.33%-61.0pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,846 | $3,419-46.0% | $2,813-34.4% | $4,741-61.1% |
| Participant deferral / active EE | $2,614 | $5,239-50.1% | $4,428-41.0% | $6,400-59.2% |
| Admin fee / account holder | $751 | $6,945-89.2% | $5,427-86.2% | $11,427-93.4% |