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 | $205,006 | $152,597+34.3% | $117,533+74.4% | $134,532+52.4% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -16.99% | 53.04%-70.0pp | 29.77%-46.8pp | 418.27%-435.3pp |
| Employer contribution / active EE | $474 | $5,576-91.5% | $4,179-88.7% | $4,741-90.0% |
| Participant deferral / active EE | $1,539 | $4,821-68.1% | $4,072-62.2% | $6,401-76.0% |
| Admin fee / account holder | $4,202 | $7,007-40.0% | $5,647-25.6% | $11,429-63.2% |