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 | $82,337 | $82,674-0.4% | $125,381-34.3% | $68,486+20.2% |
| Participation rate | 67.1% | 75.1%-7.9pp | 82.4%-15.2pp | 67.9%-0.8pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.31%-590.4pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,628 | $6,111+73.9% | $7,448+42.7% | $4,028+163.9% |
| Admin fee / account holder | $8,225 | $6,277+31.0% | $10,007-17.8% | $5,404+52.2% |