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 | $117,379 | $57,352+104.7% | $83,830+40.0% | $64,173+82.9% |
| Participation rate | 38.5% | 68.6%-30.1pp | 76.1%-37.7pp | 69.6%-31.1pp |
| Annual return | -7.46% | 11.38%-18.8pp | 850.97%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,498 | $2,546-41.1% | $3,631-58.7% | $2,381-37.1% |
| Participant deferral / active EE | $3,424 | $2,993+14.4% | $4,082-16.1% | $3,470-1.3% |
| Admin fee / account holder | $1,083 | $4,046-73.2% | $5,479-80.2% | $4,887-77.8% |