Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,017 | $82,678-58.9% | $125,391-72.9% | $68,490-50.3% |
| Participation rate | 58.0% | 75.1%-17.1pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,339 | $3,382-30.8% | $4,816-51.4% | $2,597-9.9% |
| Participant deferral / active EE | $8,889 | $6,111+45.4% | $7,448+19.3% | $4,028+120.7% |
| Admin fee / account holder | $3,796 | $6,277-39.5% | $10,009-62.1% | $5,403-29.7% |