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 | $173,663 | $167,352+3.8% | $143,788+20.8% | $134,509+29.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.50% | 0.47%-20.0pp | -0.03%-19.5pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,278 | $5,620-77.3% | $4,952-74.2% | $4,741-73.0% |
| Participant deferral / active EE | $3,994 | $6,447-38.1% | $5,638-29.2% | $6,400-37.6% |
| Admin fee / account holder | $353 | $18,091-98.0% | $14,675-97.6% | $11,427-96.9% |