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 | $69,392 | $57,352+21.0% | $83,830-17.2% | $64,173+8.1% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -8.59% | 11.38%-20.0pp | 850.97%-859.6pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,061 | $2,546-58.3% | $3,631-70.8% | $2,381-55.5% |
| Participant deferral / active EE | $1,471 | $2,993-50.8% | $4,082-64.0% | $3,470-57.6% |
| Admin fee / account holder | $1,594 | $4,046-60.6% | $5,479-70.9% | $4,887-67.4% |