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 | $50,500 | $53,546-5.7% | $69,884-27.7% | $68,486-26.3% |
| Participation rate | 52.3% | 64.5%-12.3pp | 70.5%-18.2pp | 67.9%-15.6pp |
| Annual return | -13.01% | -13.87%+0.9pp | 190.81%-203.8pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,422 | $2,957-18.1% | $3,848-37.1% | $4,028-39.9% |
| Admin fee / account holder | $5,247 | $4,693+11.8% | $6,266-16.3% | $5,404-2.9% |