Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,307 | $45,872-66.6% | $77,096-80.1% | $68,486-77.7% |
| Participation rate | 25.0% | 55.9%-30.9pp | 67.9%-42.9pp | 67.9%-42.9pp |
| Annual return | -10.12% | 1.73%-11.8pp | 42.35%-52.5pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,193 | $2,963-26.0% | $4,429-50.5% | $4,028-45.5% |
| Admin fee / account holder | $2,321 | $3,041-23.7% | $5,428-57.2% | $5,404-57.0% |