Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,358 | $82,678-76.6% | $125,391-84.6% | $68,490-71.7% |
| Participation rate | 58.8% | 75.1%-16.2pp | 82.4%-23.6pp | 67.9%-9.1pp |
| Annual return | -15.42% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $8,393 | $3,382+148.1% | $4,816+74.3% | $2,597+223.2% |
| Participant deferral / active EE | $9,841 | $6,111+61.0% | $7,448+32.1% | $4,028+144.3% |
| Admin fee / account holder | $2,751 | $6,277-56.2% | $10,009-72.5% | $5,403-49.1% |