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 | $111,656 | $95,975+16.3% | $74,549+49.8% | $135,379-17.5% |
| Participation rate | 14.3% | 75.7%-61.4pp | 69.1%-54.9pp | 82.6%-68.4pp |
| Annual return | -8.71% | 56.96%-65.7pp | 32.53%-41.2pp | 519.79%-528.5pp |
| Employer contribution / active EE | $744 | $2,716-72.6% | $1,961-62.1% | $4,779-84.4% |
| Participant deferral / active EE | $1,141 | $3,844-70.3% | $3,108-63.3% | $5,609-79.7% |
| Admin fee / account holder | $1,073 | $6,522-83.6% | $5,059-78.8% | $10,828-90.1% |