Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,209 | $82,674-73.1% | $125,381-82.3% | $68,486-67.6% |
| Participation rate | 38.4% | 75.1%-36.7pp | 82.4%-44.0pp | 67.9%-29.5pp |
| Annual return | -19.08% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,546 | $6,111-58.3% | $7,448-65.8% | $4,028-36.8% |
| Admin fee / account holder | $618 | $6,277-90.2% | $10,007-93.8% | $5,404-88.6% |