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 | $142,755 | $167,353-14.7% | $143,797-0.7% | $134,545+6.1% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -17.48% | 0.48%-18.0pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,058 | $5,620-63.4% | $4,952-58.4% | $4,742-56.6% |
| Participant deferral / active EE | $7,443 | $6,447+15.5% | $5,638+32.0% | $6,401+16.3% |
| Admin fee / account holder | $1,188 | $18,096-93.4% | $14,679-91.9% | $11,431-89.6% |