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 | $4,966 | $27,632-82.0% | $61,399-91.9% | $68,495-92.7% |
| Participation rate | 52.9% | 39.5%+13.4pp | 52.6%+0.3pp | 67.9%-15.0pp |
| Annual return | 65.40% | -13.24%+78.6pp | 338.81%-273.4pp | -7.84%+73.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,611 | $1,264+27.5% | $2,124-24.2% | $4,028-60.0% |
| Admin fee / account holder | $525 | $2,010-73.9% | $2,131-75.3% | $5,403-90.3% |