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 | $38,705 | $48,274-19.8% | $63,244-38.8% | $59,633-35.1% |
| Participation rate | 21.9% | 66.3%-44.4pp | 71.0%-49.1pp | 68.7%-46.8pp |
| Annual return | -2.13% | -240.79%+238.7pp | -70.31%+68.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,068 | $1,586-32.6% | $2,322-54.0% | $2,203-51.5% |
| Participant deferral / active EE | $2,311 | $2,343-1.3% | $2,953-21.7% | $3,192-27.6% |
| Admin fee / account holder | $526 | $3,600-85.4% | $5,893-91.1% | $4,297-87.7% |