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 | $83,854 | $82,674+1.4% | $125,381-33.1% | $68,486+22.4% |
| Participation rate | 44.0% | 75.1%-31.1pp | 82.4%-38.4pp | 67.9%-23.9pp |
| Annual return | -14.39% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $2,286 | $3,382-32.4% | $4,815-52.5% | $2,597-12.0% |
| Participant deferral / active EE | $3,706 | $6,111-39.4% | $7,448-50.2% | $4,028-8.0% |
| Admin fee / account holder | $4,148 | $6,277-33.9% | $10,007-58.6% | $5,404-23.2% |