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 | $121,240 | $113,941+6.4% | $94,229+28.7% | $125,389-3.3% |
| Participation rate | 56.3% | 82.9%-26.6pp | 78.8%-22.5pp | 83.2%-26.9pp |
| Annual return | -0.36% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,880 | $4,727-60.2% | $3,587-47.6% | $4,866-61.4% |
| Participant deferral / active EE | $3,463 | $5,179-33.1% | $4,320-19.9% | $5,352-35.3% |
| Admin fee / account holder | $11,963 | $8,392+42.6% | $6,269+90.8% | $9,541+25.4% |