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 | $66,655 | $57,350+16.2% | $83,850-20.5% | $64,181+3.9% |
| Participation rate | 53.8% | 68.6%-14.8pp | 76.1%-22.3pp | 69.6%-15.7pp |
| Annual return | -4.36% | 11.38%-15.7pp | 850.92%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,087 | $2,545-57.3% | $3,631-70.1% | $2,381-54.3% |
| Participant deferral / active EE | $2,562 | $2,993-14.4% | $4,082-37.2% | $3,470-26.2% |
| Admin fee / account holder | $5,837 | $4,046+44.3% | $5,478+6.5% | $4,887+19.4% |