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 | $127,212 | $100,792+26.2% | $86,691+46.7% | $134,509-5.4% |
| Participation rate | 55.0% | 78.9%-23.9pp | 76.6%-21.6pp | 81.2%-26.2pp |
| Annual return | -10.70% | 29.08%-39.8pp | 35.94%-46.6pp | 418.13%-428.8pp |
| Employer contribution / active EE | $1,016 | $3,491-70.9% | $2,837-64.2% | $4,741-78.6% |
| Participant deferral / active EE | $3,857 | $5,339-27.7% | $4,656-17.2% | $6,400-39.7% |
| Admin fee / account holder | $997 | $10,924-90.9% | $7,492-86.7% | $11,427-91.3% |