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 | $172,061 | $57,352+200.0% | $83,830+105.3% | $64,173+168.1% |
| Participation rate | 52.0% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.6pp |
| Annual return | -6.29% | 11.38%-17.7pp | 850.97%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $932 | $2,546-63.4% | $3,631-74.3% | $2,381-60.9% |
| Participant deferral / active EE | $4,815 | $2,993+60.9% | $4,082+18.0% | $3,470+38.8% |
| Admin fee / account holder | $58,545 | $4,046+1346.9% | $5,479+968.6% | $4,887+1097.9% |