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 | $142,347 | $167,362-14.9% | $143,799-1.0% | $134,532+5.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.45% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,520 | $5,620-55.2% | $4,952-49.1% | $4,741-46.8% |
| Participant deferral / active EE | $4,620 | $6,447-28.3% | $5,638-18.1% | $6,401-27.8% |
| Admin fee / account holder | $4,940 | $18,094-72.7% | $14,677-66.3% | $11,429-56.8% |