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 | $40,421 | $56,197-28.1% | $67,652-40.3% | $59,633-32.2% |
| Participation rate | 47.1% | 71.5%-24.4pp | 75.7%-28.6pp | 68.7%-21.6pp |
| Annual return | -1.43% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,131 | $2,844-25.1% | $3,560-40.1% | $3,192-33.2% |
| Admin fee / account holder | $2,583 | $3,958-34.7% | $4,821-46.4% | $4,297-39.9% |