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 | $85,502 | $57,352+49.1% | $83,831+2.0% | $64,173+33.2% |
| Participation rate | 64.5% | 68.6%-4.1pp | 76.1%-11.6pp | 69.6%-5.1pp |
| Annual return | -7.64% | 11.38%-19.0pp | 850.99%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $977 | $2,546-61.6% | $3,631-73.1% | $2,381-58.9% |
| Participant deferral / active EE | $4,375 | $2,993+46.2% | $4,082+7.2% | $3,470+26.1% |
| Admin fee / account holder | $9,510 | $4,046+135.0% | $5,479+73.6% | $4,887+94.6% |