Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,488 | $95,917-64.0% | $79,583-56.7% | $134,545-74.4% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-8.0pp | 81.2%-19.7pp |
| Annual return | -11.07% | -2.70%-8.4pp | 0.16%-11.2pp | 418.37%-429.4pp |
| Employer contribution / active EE | $2,924 | $3,129-6.5% | $2,414+21.2% | $4,742-38.3% |
| Participant deferral / active EE | $4,636 | $4,694-1.2% | $3,986+16.3% | $6,401-27.6% |
| Admin fee / account holder | $3,095 | $9,132-66.1% | $6,835-54.7% | $11,431-72.9% |