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 | $126,906 | $95,895+32.3% | $79,576+59.5% | $134,509-5.7% |
| Participation rate | 19.0% | 75.0%-56.0pp | 69.5%-50.4pp | 81.2%-62.2pp |
| Annual return | -16.87% | -2.72%-14.1pp | 0.15%-17.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $2,486 | $3,128-20.5% | $2,413+3.0% | $4,741-47.6% |
| Participant deferral / active EE | $1,944 | $4,693-58.6% | $3,985-51.2% | $6,400-69.6% |
| Admin fee / account holder | $679 | $9,129-92.6% | $6,834-90.1% | $11,427-94.1% |