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 | $145,905 | $129,959+12.3% | $104,301+39.9% | $134,532+8.5% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -18.56% | 42.04%-60.6pp | 24.61%-43.2pp | 418.27%-436.8pp |
| Employer contribution / active EE | $14,023 | $4,185+235.0% | $3,373+315.8% | $4,741+195.8% |
| Participant deferral / active EE | $6,833 | $5,589+22.3% | $4,626+47.7% | $6,401+6.8% |
| Admin fee / account holder | $1,567 | $9,325-83.2% | $7,340-78.7% | $11,429-86.3% |