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 | $105,374 | $127,387-17.3% | $115,038-8.4% | $125,389-16.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.55% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,175 | $5,166-57.9% | $4,608-52.8% | $4,866-55.3% |
| Participant deferral / active EE | $2,175 | $6,423-66.1% | $6,026-63.9% | $5,352-59.4% |
| Admin fee / account holder | $17,500 | $9,516+83.9% | $8,175+114.1% | $9,541+83.4% |