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 | $77,163 | $100,792-23.4% | $86,691-11.0% | $134,509-42.6% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -2.41% | 29.08%-31.5pp | 35.94%-38.3pp | 418.13%-420.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,699 | $5,339-30.7% | $4,656-20.6% | $6,400-42.2% |
| Admin fee / account holder | $355 | $10,924-96.8% | $7,492-95.3% | $11,427-96.9% |