Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,766 | $81,208-6.7% | $98,920-23.4% | $79,856-5.1% |
| Participation rate | 60.3% | 72.5%-12.2pp | 76.0%-15.7pp | 69.6%-9.3pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $867 | $1,960-55.7% | $2,689-67.8% | $2,471-64.9% |
| Participant deferral / active EE | $3,715 | $3,265+13.8% | $4,245-12.5% | $3,741-0.7% |
| Admin fee / account holder | $363 | $6,013-94.0% | $6,643-94.5% | $5,306-93.2% |