Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $105,341 | $62,672+68.1% | $185,117-43.1% | $70,126+50.2% |
| Participation rate | 61.3% | 63.8%-2.5pp | 77.3%-16.0pp | 69.5%-8.2pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $500 | $1,753-71.5% | $4,182-88.0% | $2,343-78.6% |
| Participant deferral / active EE | $5,938 | $3,272+81.5% | $5,045+17.7% | $3,332+78.2% |
| Admin fee / account holder | $4,592 | $3,932+16.8% | $8,159-43.7% | $4,645-1.2% |