Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,033 | $75,828-12.9% | $147,617-55.3% | $59,632+10.7% |
| Participation rate | 53.6% | 71.6%-18.0pp | 84.6%-31.0pp | 68.7%-15.1pp |
| Annual return | -1.61% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $1,653 | $3,485-52.6% | $5,565-70.3% | $2,203-25.0% |
| Participant deferral / active EE | $2,846 | $3,130-9.1% | $4,895-41.9% | $3,192-10.8% |
| Admin fee / account holder | $398 | $5,985-93.3% | $11,611-96.6% | $4,297-90.7% |