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 | $61,712 | $134,001-53.9% | $112,258-45.0% | $134,509-54.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.09% | 47.15%-63.2pp | 27.47%-43.6pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,116 | $4,039-72.4% | $3,636-69.3% | $4,741-76.5% |
| Participant deferral / active EE | $2,845 | $5,291-46.2% | $4,728-39.8% | $6,400-55.5% |
| Admin fee / account holder | $332 | $7,491-95.6% | $6,411-94.8% | $11,427-97.1% |