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 | $37,662 | $43,730-13.9% | $121,220-68.9% | $64,173-41.3% |
| Participation rate | 64.3% | 58.3%+5.9pp | 71.8%-7.5pp | 69.6%-5.3pp |
| Annual return | -7.35% | 68.94%-76.3pp | 16.94%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,735 | $2,281+63.8% | $3,345+11.6% | $3,470+7.6% |
| Admin fee / account holder | $327 | $3,502-90.7% | $5,021-93.5% | $4,887-93.3% |