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 | $66,964 | $69,518-3.7% | $59,887+11.8% | $135,379-50.5% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.7%-20.2pp | 82.6%-28.1pp |
| Annual return | -2.64% | 7.95%-10.6pp | 3.46%-6.1pp | 519.79%-522.4pp |
| Employer contribution / active EE | $4,188 | $3,235+29.5% | $2,722+53.8% | $4,779-12.4% |
| Participant deferral / active EE | $5,330 | $4,204+26.8% | $3,402+56.7% | $5,609-5.0% |
| Admin fee / account holder | $2,047 | $5,734-64.3% | $3,591-43.0% | $10,828-81.1% |