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 | $82,392 | $56,200+46.6% | $67,653+21.8% | $59,633+38.2% |
| Participation rate | 57.6% | 71.5%-13.9pp | 75.7%-18.1pp | 68.7%-11.1pp |
| Annual return | -1.90% | 18506.71%-18508.6pp | 6625.22%-6627.1pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,172 | $2,843-23.6% | $3,560-39.0% | $3,192-32.0% |
| Admin fee / account holder | $655 | $3,959-83.4% | $4,821-86.4% | $4,297-84.7% |