Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $78,195 | $82,674-5.4% | $125,381-37.6% | $68,486+14.2% |
| Participation rate | 47.6% | 75.1%-27.5pp | 82.4%-34.8pp | 67.9%-20.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $888 | $3,382-73.7% | $4,815-81.6% | $2,597-65.8% |
| Participant deferral / active EE | $4,424 | $6,111-27.6% | $7,448-40.6% | $4,028+9.8% |
| Admin fee / account holder | $4,447 | $6,277-29.2% | $10,007-55.6% | $5,404-17.7% |