Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,437 | $167,504-45.4% | $151,628-39.7% | $134,509-32.0% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -11.82% | 7.81%-19.6pp | 3.34%-15.2pp | 418.13%-430.0pp |
| Employer contribution / active EE | $4,500 | $6,828-34.1% | $6,165-27.0% | $4,741-5.1% |
| Participant deferral / active EE | $5,875 | $8,985-34.6% | $8,363-29.8% | $6,400-8.2% |
| Admin fee / account holder | $14,760 | $13,779+7.1% | $11,613+27.1% | $11,427+29.2% |