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 | $116,052 | $127,387-8.9% | $115,038+0.9% | $125,389-7.4% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -0.65% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,775 | $5,166-65.7% | $4,608-61.5% | $4,866-63.5% |
| Participant deferral / active EE | $4,291 | $6,423-33.2% | $6,026-28.8% | $5,352-19.8% |
| Admin fee / account holder | $1,481 | $9,516-84.4% | $8,175-81.9% | $9,541-84.5% |