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 | $120,099 | $87,016+38.0% | $63,244+89.9% | $125,388-4.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | -2.66% | 21.71%-24.4pp | -70.31%+67.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,042 | $3,601-43.3% | $2,322-12.1% | $4,866-58.0% |
| Participant deferral / active EE | $7,500 | $3,939+90.4% | $2,953+154.0% | $5,352+40.1% |
| Admin fee / account holder | $1,007 | $11,954-91.6% | $5,893-82.9% | $9,541-89.5% |