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 | $51,512 | $91,537-43.7% | $130,045-60.4% | $75,173-31.5% |
| Participation rate | 51.6% | 71.5%-19.9pp | 78.5%-26.9pp | 67.2%-15.6pp |
| Annual return | 19.51% | -631.55%+651.1pp | -137.30%+156.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,722 | $2,845-39.5% | $4,321-60.2% | $2,671-35.5% |
| Participant deferral / active EE | $3,185 | $4,343-26.7% | $5,820-45.3% | $4,126-22.8% |
| Admin fee / account holder | $6,179 | $6,780-8.9% | $10,600-41.7% | $5,651+9.3% |