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 | $93,851 | $91,537+2.5% | $130,045-27.8% | $75,173+24.8% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 21.13% | -631.55%+652.7pp | -137.30%+158.4pp | 160.72%-139.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,146 | $4,343-50.6% | $5,820-63.1% | $4,126-48.0% |
| Admin fee / account holder | $1,572 | $6,780-76.8% | $10,600-85.2% | $5,651-72.2% |