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 | $86,866 | $54,370+59.8% | $82,763+5.0% | $68,490+26.8% |
| Participation rate | 25.7% | 63.9%-38.2pp | 72.6%-46.8pp | 67.9%-42.2pp |
| Annual return | -16.76% | -13.67%-3.1pp | 702.45%-719.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $398 | $2,219-82.0% | $3,008-86.8% | $2,597-84.7% |
| Participant deferral / active EE | $2,185 | $3,247-32.7% | $4,395-50.3% | $4,028-45.7% |
| Admin fee / account holder | $2,089 | $4,398-52.5% | $5,325-60.8% | $5,403-61.3% |