Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,435 | $64,307+51.5% | $57,349+69.9% | $125,388-22.3% |
| Participation rate | 28.6% | 78.6%-50.1pp | 75.1%-46.5pp | 83.2%-54.6pp |
| Annual return | -1.87% | 25.14%-27.0pp | 24.40%-26.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,966 | $3,193-38.4% | $2,689-26.9% | $4,866-59.6% |
| Participant deferral / active EE | $1,966 | $3,847-48.9% | $3,162-37.8% | $5,352-63.3% |
| Admin fee / account holder | $7,149 | $5,242+36.4% | $3,356+113.0% | $9,541-25.1% |