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 | $160,637 | $105,867+51.7% | $90,760+77.0% | $134,532+19.4% |
| Participation rate | 68.2% | 78.3%-10.1pp | 75.7%-7.5pp | 81.2%-13.0pp |
| Annual return | -16.36% | -10.99%-5.4pp | -12.16%-4.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,206 | $5,217-38.5% | $4,565-29.8% | $6,401-49.9% |
| Admin fee / account holder | $9,042 | $13,936-35.1% | $8,444+7.1% | $11,429-20.9% |