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 | $63,732 | $56,200+13.4% | $67,653-5.8% | $59,633+6.9% |
| Participation rate | 69.1% | 71.5%-2.4pp | 75.7%-6.6pp | 68.7%+0.4pp |
| Annual return | -0.38% | 18506.71%-18507.1pp | 6625.22%-6625.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $1,085 | $1,615-32.8% | $2,266-52.1% | $2,203-50.7% |
| Participant deferral / active EE | $2,765 | $2,843-2.7% | $3,560-22.3% | $3,192-13.4% |
| Admin fee / account holder | $3,779 | $3,959-4.6% | $4,821-21.6% | $4,297-12.1% |