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 | $36,753 | $56,200-34.6% | $67,653-45.7% | $59,633-38.4% |
| Participation rate | 66.2% | 71.5%-5.3pp | 75.7%-9.4pp | 68.7%-2.5pp |
| Annual return | -0.02% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,324 | $2,843+16.9% | $3,560-6.6% | $3,192+4.2% |
| Admin fee / account holder | $872 | $3,959-78.0% | $4,821-81.9% | $4,297-79.7% |