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 | $124,797 | $51,638+141.7% | $68,368+82.5% | $82,448+51.4% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $597 | $2,047-70.8% | $2,649-77.5% | $2,551-76.6% |
| Participant deferral / active EE | $1,365 | $2,914-53.2% | $4,123-66.9% | $4,139-67.0% |
| Admin fee / account holder | $4,551 | $4,643-2.0% | $5,150-11.6% | $7,234-37.1% |