Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $100,000 | $85,171+17.4% | $172,753-42.1% | $72,976+37.0% |
| Participation rate | 56.1% | 70.1%-13.9pp | 82.6%-26.5pp | 69.5%-13.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,562 | $3,324-53.0% | $5,144-69.6% | $2,440-36.0% |
| Participant deferral / active EE | $2,738 | $3,260-16.0% | $5,198-47.3% | $3,608-24.1% |
| Admin fee / account holder | $1,914 | $5,880-67.5% | $13,956-86.3% | $5,124-62.6% |