Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,098 | $142,392-73.2% | $119,622-68.2% | $134,532-71.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.89% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,875 | $5,224-64.1% | $4,232-55.7% | $4,741-60.5% |
| Participant deferral / active EE | $4,995 | $6,467-22.8% | $5,601-10.8% | $6,401-22.0% |
| Admin fee / account holder | $807 | $13,593-94.1% | $10,328-92.2% | $11,429-92.9% |