Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,499 | $133,998-67.5% | $112,263-61.3% | $134,545-67.7% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.2pp |
| Annual return | -17.49% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,231 | $5,292-1.2% | $4,729+10.6% | $6,401-18.3% |
| Admin fee / account holder | $743 | $7,493-90.1% | $6,410-88.4% | $11,431-93.5% |