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 | $108,190 | $134,001-19.3% | $112,258-3.6% | $134,509-19.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -16.76% | 47.15%-63.9pp | 27.47%-44.2pp | 418.13%-434.9pp |
| Employer contribution / active EE | $4,759 | $4,039+17.8% | $3,636+30.9% | $4,741+0.4% |
| Participant deferral / active EE | $8,452 | $5,291+59.7% | $4,728+78.7% | $6,400+32.1% |
| Admin fee / account holder | $895 | $7,491-88.1% | $6,411-86.0% | $11,427-92.2% |