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 | $120,141 | $69,012+74.1% | $160,009-24.9% | $68,486+75.4% |
| Participation rate | 15.9% | 65.4%-49.5pp | 78.0%-62.1pp | 67.9%-52.0pp |
| Annual return | -7.34% | -9.65%+2.3pp | 408.85%-416.2pp | -7.85%+0.5pp |
| Employer contribution / active EE | $826 | $2,212-62.7% | $4,225-80.5% | $2,597-68.2% |
| Participant deferral / active EE | $2,201 | $4,212-47.7% | $6,183-64.4% | $4,028-45.4% |
| Admin fee / account holder | $33,950 | $4,798+607.5% | $8,715+289.6% | $5,404+528.3% |