Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,367 | $133,981-28.8% | $112,249-15.0% | $134,532-29.1% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -0.93% | 47.16%-48.1pp | 27.48%-28.4pp | 418.27%-419.2pp |
| Employer contribution / active EE | $1,301 | $4,040-67.8% | $3,636-64.2% | $4,741-72.6% |
| Participant deferral / active EE | $2,312 | $5,292-56.3% | $4,729-51.1% | $6,401-63.9% |
| Admin fee / account holder | $4,974 | $7,492-33.6% | $6,412-22.4% | $11,429-56.5% |