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 | $27,734 | $49,177-43.6% | $79,467-65.1% | $64,173-56.8% |
| Participation rate | 39.6% | 65.0%-25.5pp | 73.3%-33.8pp | 69.6%-30.0pp |
| Annual return | -7.20% | -1.16%-6.0pp | 718.30%-725.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,051 | $2,821-27.3% | $3,704-44.6% | $3,470-40.9% |
| Admin fee / account holder | $1,833 | $3,839-52.3% | $5,104-64.1% | $4,887-62.5% |