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 | $103,916 | $91,537+13.5% | $130,045-20.1% | $75,173+38.2% |
| Participation rate | 57.7% | 71.5%-13.8pp | 78.5%-20.8pp | 67.2%-9.5pp |
| Annual return | 13.89% | -631.55%+645.4pp | -137.30%+151.2pp | 160.72%-146.8pp |
| Employer contribution / active EE | $2,783 | $2,845-2.2% | $4,321-35.6% | $2,671+4.2% |
| Participant deferral / active EE | $5,230 | $4,343+20.4% | $5,820-10.1% | $4,126+26.8% |
| Admin fee / account holder | $6,227 | $6,780-8.1% | $10,600-41.3% | $5,651+10.2% |