Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,414 | $167,353-66.9% | $143,797-61.5% | $134,545-58.8% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -16.21% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,351 | $5,620-76.0% | $4,952-72.7% | $4,742-71.5% |
| Participant deferral / active EE | $4,605 | $6,447-28.6% | $5,638-18.3% | $6,401-28.1% |
| Admin fee / account holder | $3,565 | $18,096-80.3% | $14,679-75.7% | $11,431-68.8% |