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 | $93,323 | $152,597-38.8% | $117,533-20.6% | $134,532-30.6% |
| Participation rate | 42.9% | 77.1%-34.3pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -14.11% | 53.04%-67.2pp | 29.77%-43.9pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,187 | $5,576-78.7% | $4,179-71.6% | $4,741-75.0% |
| Participant deferral / active EE | $2,612 | $4,821-45.8% | $4,072-35.9% | $6,401-59.2% |
| Admin fee / account holder | $4,798 | $7,007-31.5% | $5,647-15.0% | $11,429-58.0% |