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 | $90,348 | $133,998-32.6% | $112,263-19.5% | $134,545-32.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -9.49% | 47.17%-56.7pp | 27.49%-37.0pp | 418.37%-427.9pp |
| Employer contribution / active EE | $2,682 | $4,040-33.6% | $3,636-26.3% | $4,742-43.4% |
| Participant deferral / active EE | $8,854 | $5,292+67.3% | $4,729+87.2% | $6,401+38.3% |
| Admin fee / account holder | $9,565 | $7,493+27.7% | $6,410+49.2% | $11,431-16.3% |