Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,716 | $100,805-70.5% | $86,698-65.7% | $134,532-77.9% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -18.39% | 29.09%-47.5pp | 35.95%-54.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,358 | $5,339-18.4% | $4,656-6.4% | $6,401-31.9% |
| Admin fee / account holder | $996 | $10,925-90.9% | $7,493-86.7% | $11,429-91.3% |