Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $111,147 | $133,981-17.0% | $112,249-1.0% | $134,532-17.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.62% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,714 | $4,040-32.8% | $3,636-25.3% | $4,741-42.7% |
| Participant deferral / active EE | $6,960 | $5,292+31.5% | $4,729+47.2% | $6,401+8.7% |
| Admin fee / account holder | $1,688 | $7,492-77.5% | $6,412-73.7% | $11,429-85.2% |