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 | $22,206 | $69,012-67.8% | $160,009-86.1% | $68,486-67.6% |
| Participation rate | 58.6% | 65.4%-6.8pp | 78.0%-19.4pp | 67.9%-9.3pp |
| Annual return | -17.42% | -9.65%-7.8pp | 408.85%-426.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,779 | $2,212-19.6% | $4,225-57.9% | $2,597-31.5% |
| Participant deferral / active EE | $2,863 | $4,212-32.0% | $6,183-53.7% | $4,028-28.9% |
| Admin fee / account holder | $2,717 | $4,798-43.4% | $8,715-68.8% | $5,404-49.7% |