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 | $158,337 | $88,585+78.7% | $69,884+126.6% | $134,532+17.7% |
| Participation rate | 66.7% | 74.9%-8.2pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -9.13% | 442.80%-451.9pp | 190.81%-199.9pp | 418.27%-427.4pp |
| Employer contribution / active EE | $14,246 | $3,235+340.4% | $2,560+456.5% | $4,741+200.5% |
| Participant deferral / active EE | $8,880 | $4,770+86.2% | $3,848+130.8% | $6,401+38.7% |
| Admin fee / account holder | $654 | $10,441-93.7% | $6,266-89.6% | $11,429-94.3% |