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 | $15,945 | $61,787-74.2% | $97,197-83.6% | $80,925-80.3% |
| Participation rate | 40.6% | 63.5%-22.9pp | 72.7%-32.1pp | 67.7%-27.0pp |
| Annual return | 11.51% | -558.16%+569.7pp | 75.47%-64.0pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,228 | $3,027-59.4% | $4,263-71.2% | $4,299-71.4% |
| Admin fee / account holder | $1,417 | $5,170-72.6% | $5,637-74.9% | $6,940-79.6% |