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 | $43,549 | $95,915-54.6% | $79,580-45.3% | $134,532-67.6% |
| Participation rate | 61.9% | 75.0%-13.1pp | 69.5%-7.6pp | 81.2%-19.3pp |
| Annual return | -17.08% | -2.71%-14.4pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,151 | $3,129-31.3% | $2,413-10.9% | $4,741-54.6% |
| Participant deferral / active EE | $5,418 | $4,693+15.4% | $3,985+36.0% | $6,401-15.4% |
| Admin fee / account holder | $683 | $9,132-92.5% | $6,835-90.0% | $11,429-94.0% |