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 | $95,763 | $94,529+1.3% | $140,019-31.6% | $64,173+49.2% |
| Participation rate | 60.6% | 84.1%-23.5pp | 87.5%-26.9pp | 69.6%-9.0pp |
| Annual return | -4.82% | 7.77%-12.6pp | 651.17%-656.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,031 | $3,812-20.5% | $5,605-45.9% | $2,381+27.3% |
| Participant deferral / active EE | $4,994 | $5,250-4.9% | $6,927-27.9% | $3,470+43.9% |
| Admin fee / account holder | $3,194 | $6,741-52.6% | $10,705-70.2% | $4,887-34.6% |