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 | $69,338 | $82,674-16.1% | $125,381-44.7% | $68,486+1.2% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,928 | $3,382-43.0% | $4,815-60.0% | $2,597-25.8% |
| Participant deferral / active EE | $3,369 | $6,111-44.9% | $7,448-54.8% | $4,028-16.4% |
| Admin fee / account holder | $4,743 | $6,277-24.4% | $10,007-52.6% | $5,404-12.2% |