Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $101,282 | $167,522-39.5% | $151,639-33.2% | $134,532-24.7% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | -15.64% | 7.81%-23.5pp | 3.34%-19.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $6,651 | $6,828-2.6% | $6,165+7.9% | $4,741+40.3% |
| Participant deferral / active EE | $11,049 | $8,986+23.0% | $8,363+32.1% | $6,401+72.6% |
| Admin fee / account holder | $18,151 | $13,780+31.7% | $11,613+56.3% | $11,429+58.8% |