Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,036 | $134,001-41.8% | $112,258-30.5% | $134,509-42.0% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -17.65% | 47.15%-64.8pp | 27.47%-45.1pp | 418.13%-435.8pp |
| Employer contribution / active EE | $7,579 | $4,039+87.6% | $3,636+108.5% | $4,741+59.9% |
| Participant deferral / active EE | $5,697 | $5,291+7.7% | $4,728+20.5% | $6,400-11.0% |
| Admin fee / account holder | $627 | $7,491-91.6% | $6,411-90.2% | $11,427-94.5% |