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 | $120,944 | $54,357+122.5% | $82,706+46.2% | $68,495+76.6% |
| Participation rate | 32.2% | 63.9%-31.7pp | 72.6%-40.4pp | 67.9%-35.7pp |
| Annual return | -17.84% | -13.67%-4.2pp | 701.76%-719.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $706 | $2,218-68.2% | $3,007-76.5% | $2,596-72.8% |
| Participant deferral / active EE | $2,001 | $3,246-38.4% | $4,394-54.5% | $4,028-50.3% |
| Admin fee / account holder | $10,069 | $4,396+129.0% | $5,329+89.0% | $5,403+86.4% |