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 | $165,989 | $27,632+500.7% | $61,452+170.1% | $68,486+142.4% |
| Participation rate | 18.5% | 39.5%-21.0pp | 52.6%-34.1pp | 67.9%-49.4pp |
| Annual return | -17.34% | -13.24%-4.1pp | 338.96%-356.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $524 | $696-24.7% | $1,160-54.8% | $2,597-79.8% |
| Participant deferral / active EE | $2,610 | $1,264+106.5% | $2,125+22.8% | $4,028-35.2% |
| Admin fee / account holder | $1,519 | $2,010-24.4% | $2,131-28.7% | $5,404-71.9% |