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 | $100,001 | $142,409-29.8% | $119,634-16.4% | $134,545-25.7% |
| Participation rate | 47.4% | 82.8%-35.5pp | 79.3%-31.9pp | 81.2%-33.9pp |
| Annual return | -14.27% | -12.46%-1.8pp | -14.98%+0.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,575 | $5,224-69.9% | $4,232-62.8% | $4,742-66.8% |
| Participant deferral / active EE | $4,420 | $6,468-31.7% | $5,601-21.1% | $6,401-30.9% |
| Admin fee / account holder | $79,459 | $13,594+484.5% | $10,329+669.3% | $11,431+595.1% |