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 | $85,055 | $82,674+2.9% | $125,381-32.2% | $68,486+24.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -10.14% | -5.97%-4.2pp | 572.31%-582.4pp | -7.85%-2.3pp |
| Employer contribution / active EE | $3,217 | $3,382-4.9% | $4,815-33.2% | $2,597+23.9% |
| Participant deferral / active EE | $6,722 | $6,111+10.0% | $7,448-9.7% | $4,028+66.9% |
| Admin fee / account holder | $3,015 | $6,277-52.0% | $10,007-69.9% | $5,404-44.2% |