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 | $58,852 | $100,805-41.6% | $86,698-32.1% | $134,532-56.3% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -10.51% | 29.09%-39.6pp | 35.95%-46.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $821 | $3,490-76.5% | $2,837-71.1% | $4,741-82.7% |
| Participant deferral / active EE | $2,623 | $5,339-50.9% | $4,656-43.7% | $6,401-59.0% |
| Admin fee / account holder | $29,818 | $10,925+172.9% | $7,493+298.0% | $11,429+160.9% |