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 | $122,713 | $82,674+48.4% | $125,363-2.1% | $68,495+79.2% |
| Participation rate | 57.9% | 75.0%-17.2pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.15%-588.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,489 | $3,382-26.4% | $4,815-48.3% | $2,596-4.2% |
| Participant deferral / active EE | $4,516 | $6,111-26.1% | $7,447-39.4% | $4,028+12.1% |
| Admin fee / account holder | $1,039 | $6,276-83.4% | $10,005-89.6% | $5,403-80.8% |