Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,999 | $82,674-44.4% | $125,381-63.3% | $68,486-32.8% |
| Participation rate | 68.9% | 75.1%-6.2pp | 82.4%-13.5pp | 67.9%+1.0pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,165 | $3,382-36.0% | $4,815-55.0% | $2,597-16.6% |
| Participant deferral / active EE | $4,759 | $6,111-22.1% | $7,448-36.1% | $4,028+18.2% |
| Admin fee / account holder | $3,270 | $6,277-47.9% | $10,007-67.3% | $5,404-39.5% |