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 | $96,488 | $32,117+200.4% | $71,089+35.7% | $64,173+50.4% |
| Participation rate | 69.4% | 42.7%+26.7pp | 54.6%+14.8pp | 69.6%-0.1pp |
| Annual return | -6.60% | -5.57%-1.0pp | 650.65%-657.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,169 | $712+64.2% | $1,088+7.5% | $2,381-50.9% |
| Participant deferral / active EE | $2,956 | $1,263+134.0% | $1,873+57.8% | $3,470-14.8% |
| Admin fee / account holder | $1,323 | $2,759-52.1% | $3,082-57.1% | $4,887-72.9% |