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 | $125,773 | $95,895+31.2% | $79,576+58.1% | $134,509-6.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -16.87% | -2.72%-14.1pp | 0.15%-17.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,197 | $3,128-61.7% | $2,413-50.4% | $4,741-74.8% |
| Participant deferral / active EE | $3,017 | $4,693-35.7% | $3,985-24.3% | $6,400-52.9% |
| Admin fee / account holder | $68,520 | $9,129+650.6% | $6,834+902.6% | $11,427+499.7% |