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 | $189,067 | $167,362+13.0% | $143,799+31.5% | $134,532+40.5% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -11.96% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $2,910 | $5,620-48.2% | $4,952-41.2% | $4,741-38.6% |
| Participant deferral / active EE | $9,772 | $6,447+51.6% | $5,638+73.3% | $6,401+52.7% |
| Admin fee / account holder | $4,612 | $18,094-74.5% | $14,677-68.6% | $11,429-59.6% |