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 | $92,102 | $91,537+0.6% | $130,045-29.2% | $75,173+22.5% |
| Participation rate | 54.3% | 71.5%-17.1pp | 78.5%-24.2pp | 67.2%-12.9pp |
| Annual return | 16.58% | -631.55%+648.1pp | -137.30%+153.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,000 | $4,343-30.9% | $5,820-48.5% | $4,126-27.3% |
| Admin fee / account holder | $7,312 | $6,780+7.8% | $10,600-31.0% | $5,651+29.4% |