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 | $121,902 | $77,817+56.7% | $123,553-1.3% | $64,173+90.0% |
| Participation rate | 51.4% | 74.7%-23.4pp | 82.3%-30.9pp | 69.6%-18.2pp |
| Annual return | -4.35% | 12.49%-16.8pp | 119.21%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,876 | $5,240-26.0% | $6,426-39.7% | $3,470+11.7% |
| Admin fee / account holder | $13,175 | $5,519+138.7% | $9,284+41.9% | $4,887+169.6% |