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 | $98,396 | $95,895+2.6% | $79,576+23.7% | $134,509-26.8% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -14.41% | -2.72%-11.7pp | 0.15%-14.6pp | 418.13%-432.5pp |
| Employer contribution / active EE | $1,313 | $3,128-58.0% | $2,413-45.6% | $4,741-72.3% |
| Participant deferral / active EE | $6,072 | $4,693+29.4% | $3,985+52.4% | $6,400-5.1% |
| Admin fee / account holder | $4,563 | $9,129-50.0% | $6,834-33.2% | $11,427-60.1% |