Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,882 | $133,981-87.4% | $112,249-85.0% | $134,532-87.5% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -15.69% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,364 | $4,040-66.2% | $3,636-62.5% | $4,741-71.2% |
| Participant deferral / active EE | $3,064 | $5,292-42.1% | $4,729-35.2% | $6,401-52.1% |
| Admin fee / account holder | $13,152 | $7,492+75.6% | $6,412+105.1% | $11,429+15.1% |