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 | $101,189 | $95,979+5.4% | $74,551+35.7% | $135,380-25.3% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -7.18% | 56.97%-64.2pp | 32.53%-39.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,034 | $2,716-61.9% | $1,961-47.3% | $4,779-78.4% |
| Participant deferral / active EE | $2,993 | $3,844-22.1% | $3,108-3.7% | $5,609-46.6% |
| Admin fee / account holder | $2,336 | $6,522-64.2% | $5,059-53.8% | $10,828-78.4% |