Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,404 | $129,959-60.4% | $104,301-50.7% | $134,532-61.8% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -11.22% | 42.04%-53.3pp | 24.61%-35.8pp | 418.27%-429.5pp |
| Employer contribution / active EE | $2,088 | $4,185-50.1% | $3,373-38.1% | $4,741-56.0% |
| Participant deferral / active EE | $5,854 | $5,589+4.7% | $4,626+26.6% | $6,401-8.5% |
| Admin fee / account holder | $449 | $9,325-95.2% | $7,340-93.9% | $11,429-96.1% |