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 | $32,075 | $95,979-66.6% | $74,551-57.0% | $135,380-76.3% |
| Participation rate | 38.9% | 75.7%-36.8pp | 69.1%-30.3pp | 82.6%-43.8pp |
| Annual return | -7.27% | 56.97%-64.2pp | 32.53%-39.8pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,027 | $3,844-47.3% | $3,108-34.8% | $5,609-63.9% |
| Admin fee / account holder | $322 | $6,522-95.1% | $5,059-93.6% | $10,828-97.0% |