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 | $192,546 | $72,404+165.9% | $110,243+74.7% | $64,173+200.0% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.6%-10.9pp |
| Annual return | -5.05% | -6.29%+1.2pp | 314.76%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,459 | $2,282-36.1% | $3,827-61.9% | $2,381-38.7% |
| Participant deferral / active EE | $7,920 | $3,469+128.3% | $4,672+69.5% | $3,470+128.3% |
| Admin fee / account holder | $5,159 | $5,664-8.9% | $8,548-39.7% | $4,887+5.5% |