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 | $172,723 | $190,879-9.5% | $160,009+7.9% | $134,532+28.4% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -14.87% | 552.63%-567.5pp | 408.85%-423.7pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,225 | $4,995-35.4% | $4,225-23.7% | $4,741-32.0% |
| Participant deferral / active EE | $9,657 | $6,924+39.5% | $6,183+56.2% | $6,401+50.9% |
| Admin fee / account holder | $46,636 | $10,495+344.4% | $8,715+435.1% | $11,429+308.1% |