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 | $11,288 | $84,628-86.7% | $61,501-81.6% | $134,545-91.6% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -21.63% | 585.61%-607.2pp | 339.04%-360.7pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,077 | $1,545-30.3% | $1,160-7.2% | $4,742-77.3% |
| Participant deferral / active EE | $2,643 | $2,819-6.2% | $2,125+24.4% | $6,401-58.7% |
| Admin fee / account holder | $766 | $2,587-70.4% | $2,132-64.1% | $11,431-93.3% |