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 | $136,852 | $131,835+3.8% | $108,582+26.0% | $273,972-50.0% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.6%-21.2pp | 83.0%-24.7pp |
| Annual return | 7.69% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,139 | $4,913-76.8% | $3,758-69.7% | $4,869-76.6% |
| Participant deferral / active EE | $4,189 | $5,127-18.3% | $4,311-2.8% | $5,287-20.8% |
| Admin fee / account holder | $852 | $10,253-91.7% | $7,645-88.9% | $10,133-91.6% |