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 | $85,614 | $167,362-48.8% | $143,799-40.5% | $134,532-36.4% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -14.38% | 0.47%-14.9pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,312 | $5,620-58.9% | $4,952-53.3% | $4,741-51.2% |
| Participant deferral / active EE | $3,590 | $6,447-44.3% | $5,638-36.3% | $6,401-43.9% |
| Admin fee / account holder | $1,061 | $18,094-94.1% | $14,677-92.8% | $11,429-90.7% |