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 | $112,863 | $95,915+17.7% | $79,580+41.8% | $134,532-16.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.9pp | 81.2%-17.6pp |
| Annual return | -18.00% | -2.71%-15.3pp | 0.15%-18.2pp | 418.27%-436.3pp |
| Employer contribution / active EE | $843 | $3,129-73.1% | $2,413-65.1% | $4,741-82.2% |
| Participant deferral / active EE | $2,529 | $4,693-46.1% | $3,985-36.5% | $6,401-60.5% |
| Admin fee / account holder | $21,802 | $9,132+138.8% | $6,835+219.0% | $11,429+90.8% |