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 | $61,914 | $54,355+13.9% | $82,744-25.2% | $68,486-9.6% |
| Participation rate | 36.2% | 63.9%-27.8pp | 72.6%-36.4pp | 67.9%-31.7pp |
| Annual return | -15.84% | -13.67%-2.2pp | 702.22%-718.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $999 | $2,219-55.0% | $3,008-66.8% | $2,597-61.5% |
| Participant deferral / active EE | $1,449 | $3,246-55.4% | $4,395-67.0% | $4,028-64.0% |
| Admin fee / account holder | $698 | $4,397-84.1% | $5,325-86.9% | $5,404-87.1% |