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 | $128,830 | $91,537+40.7% | $130,045-0.9% | $75,173+71.4% |
| Participation rate | 34.4% | 71.5%-37.1pp | 78.5%-44.1pp | 67.2%-32.8pp |
| Annual return | 15.21% | -631.55%+646.8pp | -137.30%+152.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,507 | $2,845-47.0% | $4,321-65.1% | $2,671-43.6% |
| Participant deferral / active EE | $2,418 | $4,343-44.3% | $5,820-58.4% | $4,126-41.4% |
| Admin fee / account holder | $5,449 | $6,780-19.6% | $10,600-48.6% | $5,651-3.6% |