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 | $104,836 | $72,404+44.8% | $110,243-4.9% | $64,173+63.4% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.2pp |
| Annual return | -4.70% | -6.29%+1.6pp | 314.76%-319.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,243 | $2,282-1.7% | $3,827-41.4% | $2,381-5.8% |
| Participant deferral / active EE | $3,330 | $3,469-4.0% | $4,672-28.7% | $3,470-4.0% |
| Admin fee / account holder | $1,037 | $5,664-81.7% | $8,548-87.9% | $4,887-78.8% |