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 | $162,306 | $113,941+42.4% | $94,228+72.2% | $125,388+29.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -1.56% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,747 | $4,727-41.9% | $3,587-23.4% | $4,866-43.6% |
| Participant deferral / active EE | $16,667 | $5,179+221.8% | $4,320+285.8% | $5,352+211.4% |
| Admin fee / account holder | $3,571 | $8,392-57.4% | $6,269-43.0% | $9,541-62.6% |