Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,406 | $167,353-73.5% | $143,797-69.1% | $134,545-67.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.65% | 0.48%-19.1pp | -0.04%-18.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,374 | $5,620-57.8% | $4,952-52.1% | $4,742-49.9% |
| Participant deferral / active EE | $4,615 | $6,447-28.4% | $5,638-18.1% | $6,401-27.9% |
| Admin fee / account holder | $1,123 | $18,096-93.8% | $14,679-92.3% | $11,431-90.2% |