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 | $29,405 | $75,828-61.2% | $147,617-80.1% | $59,632-50.7% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | -0.09% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $1,077 | $3,485-69.1% | $5,565-80.6% | $2,203-51.1% |
| Participant deferral / active EE | $1,859 | $3,130-40.6% | $4,895-62.0% | $3,192-41.8% |
| Admin fee / account holder | $2,782 | $5,985-53.5% | $11,611-76.0% | $4,297-35.3% |