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 | $44,177 | $78,694-43.9% | $67,653-34.7% | $125,388-64.8% |
| Participation rate | 52.4% | 78.8%-26.4pp | 75.7%-23.3pp | 83.2%-30.8pp |
| Annual return | -1.09% | 9.46%-10.5pp | 6625.22%-6626.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,067 | $3,044-65.0% | $2,266-52.9% | $4,866-78.1% |
| Participant deferral / active EE | $2,845 | $4,292-33.7% | $3,560-20.1% | $5,352-46.8% |
| Admin fee / account holder | $392 | $7,403-94.7% | $4,821-91.9% | $9,541-95.9% |