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 | $58,300 | $78,694-25.9% | $67,652-13.8% | $125,389-53.5% |
| Participation rate | 64.3% | 78.8%-14.5pp | 75.7%-11.4pp | 83.2%-18.9pp |
| Annual return | -1.53% | 9.46%-11.0pp | 6625.40%-6626.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,763 | $4,292-12.3% | $3,560+5.7% | $5,352-29.7% |
| Admin fee / account holder | $1,951 | $7,403-73.6% | $4,821-59.5% | $9,541-79.6% |