Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,035 | $49,177-8.4% | $79,466-43.3% | $64,173-29.8% |
| Participation rate | 36.1% | 65.0%-29.0pp | 73.3%-37.3pp | 69.6%-33.5pp |
| Annual return | -4.90% | -1.16%-3.7pp | 718.28%-723.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,034 | $2,076-50.2% | $2,800-63.1% | $2,381-56.6% |
| Participant deferral / active EE | $2,569 | $2,821-8.9% | $3,704-30.6% | $3,470-25.9% |
| Admin fee / account holder | $7,937 | $3,839+106.8% | $5,104+55.5% | $4,887+62.4% |