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 | $86,006 | $82,678+4.0% | $125,391-31.4% | $68,490+25.6% |
| Participation rate | 51.3% | 75.1%-23.7pp | 82.4%-31.1pp | 67.9%-16.6pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,974 | $3,382-41.6% | $4,816-59.0% | $2,597-24.0% |
| Participant deferral / active EE | $6,242 | $6,111+2.1% | $7,448-16.2% | $4,028+55.0% |
| Admin fee / account holder | $2,580 | $6,277-58.9% | $10,009-74.2% | $5,403-52.2% |