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 | $20,482 | $75,962-73.0% | $154,108-86.7% | $64,173-68.1% |
| Participation rate | 43.2% | 70.4%-27.2pp | 83.0%-39.8pp | 69.6%-26.3pp |
| Annual return | -7.62% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,912 | $3,175-39.8% | $5,081-62.4% | $3,470-44.9% |
| Admin fee / account holder | $1,551 | $5,589-72.3% | $13,411-88.4% | $4,887-68.3% |