Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,473 | $80,812-5.4% | $160,784-52.4% | $82,448-7.2% |
| Participation rate | 41.2% | 66.2%-25.1pp | 77.0%-35.8pp | 68.1%-26.9pp |
| Annual return | 0.00% | 100.59%-100.6pp | 1803.92%-1803.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,386 | $4,335-68.0% | $6,293-78.0% | $4,139-66.5% |
| Admin fee / account holder | $309 | $7,695-96.0% | $9,717-96.8% | $7,234-95.7% |