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 | $123,387 | $49,177+150.9% | $79,467+55.3% | $64,173+92.3% |
| Participation rate | 55.6% | 65.0%-9.5pp | 73.3%-17.8pp | 69.6%-14.0pp |
| Annual return | -5.16% | -1.16%-4.0pp | 718.30%-723.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,055 | $2,076-1.0% | $2,800-26.6% | $2,381-13.7% |
| Participant deferral / active EE | $4,271 | $2,821+51.4% | $3,704+15.3% | $3,470+23.1% |
| Admin fee / account holder | $4,859 | $3,839+26.6% | $5,104-4.8% | $4,887-0.6% |