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 | $84,493 | $82,678+2.2% | $125,391-32.6% | $68,490+23.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -12.58% | -5.97%-6.6pp | 572.41%-585.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,840 | $3,382-45.6% | $4,816-61.8% | $2,597-29.1% |
| Participant deferral / active EE | $4,784 | $6,111-21.7% | $7,448-35.8% | $4,028+18.8% |
| Admin fee / account holder | $604 | $6,277-90.4% | $10,009-94.0% | $5,403-88.8% |