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 | $25,497 | $82,674-69.2% | $125,381-79.7% | $68,486-62.8% |
| Participation rate | 48.5% | 75.1%-26.6pp | 82.4%-33.9pp | 67.9%-19.4pp |
| Annual return | -17.94% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,028 | $3,382-40.0% | $4,815-57.9% | $2,597-21.9% |
| Participant deferral / active EE | $3,600 | $6,111-41.1% | $7,448-51.7% | $4,028-10.6% |
| Admin fee / account holder | $2,286 | $6,277-63.6% | $10,007-77.2% | $5,404-57.7% |