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 | $127,792 | $82,288+55.3% | $68,794+85.8% | $134,509-5.0% |
| Participation rate | 35.7% | 75.1%-39.3pp | 69.0%-33.3pp | 81.2%-45.5pp |
| Annual return | -11.03% | -2.19%-8.8pp | -6.37%-4.7pp | 418.13%-429.2pp |
| Employer contribution / active EE | $1,199 | $3,301-63.7% | $2,656-54.8% | $4,741-74.7% |
| Participant deferral / active EE | $2,377 | $4,738-49.8% | $3,941-39.7% | $6,400-62.9% |
| Admin fee / account holder | $1,326 | $6,482-79.5% | $4,934-73.1% | $11,427-88.4% |