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 | $68,551 | $142,392-51.9% | $119,622-42.7% | $134,532-49.0% |
| Participation rate | 45.8% | 82.8%-37.0pp | 79.3%-33.4pp | 81.2%-35.4pp |
| Annual return | -12.12% | -12.46%+0.3pp | -14.98%+2.9pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,831 | $5,224-64.9% | $4,232-56.7% | $4,741-61.4% |
| Participant deferral / active EE | $4,689 | $6,467-27.5% | $5,601-16.3% | $6,401-26.7% |
| Admin fee / account holder | $4,092 | $13,593-69.9% | $10,328-60.4% | $11,429-64.2% |