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 | $81,332 | $45,566+78.5% | $64,105+26.9% | $59,633+36.4% |
| Participation rate | 54.5% | 60.2%-5.6pp | 68.2%-13.6pp | 68.7%-14.1pp |
| Annual return | -1.35% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $159 | $934-83.0% | $1,820-91.3% | $2,203-92.8% |
| Participant deferral / active EE | $1,955 | $2,057-5.0% | $2,822-30.7% | $3,192-38.8% |
| Admin fee / account holder | $5,638 | $3,268+72.5% | $4,499+25.3% | $4,297+31.2% |