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 | $157,376 | $134,001+17.4% | $112,258+40.2% | $134,509+17.0% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -17.34% | 47.15%-64.5pp | 27.47%-44.8pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,494 | $4,039-38.3% | $3,636-31.4% | $4,741-47.4% |
| Participant deferral / active EE | $7,038 | $5,291+33.0% | $4,728+48.8% | $6,400+10.0% |
| Admin fee / account holder | $555 | $7,491-92.6% | $6,411-91.3% | $11,427-95.1% |