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 | $49,663 | $75,962-34.6% | $154,111-67.8% | $64,173-22.6% |
| Participation rate | 17.9% | 70.4%-52.6pp | 83.0%-65.2pp | 69.6%-51.7pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.18%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,390 | $3,175-56.2% | $5,081-72.6% | $3,470-59.9% |
| Admin fee / account holder | $6,474 | $5,589+15.8% | $13,411-51.7% | $4,887+32.5% |