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 | $221,825 | $53,162+317.3% | $91,225+143.2% | $68,495+223.9% |
| Participation rate | 63.0% | 63.2%-0.2pp | 73.2%-10.2pp | 67.9%-4.9pp |
| Annual return | -16.46% | -3.14%-13.3pp | 114.10%-130.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,355 | $2,974-20.8% | $4,234-44.4% | $4,028-41.5% |
| Admin fee / account holder | $17,620 | $4,493+292.1% | $5,422+225.0% | $5,403+226.1% |