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 | $101,478 | $81,870+24.0% | $119,634-15.2% | $68,490+48.2% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.3%-79.3pp | 67.9%-67.9pp |
| Annual return | -15.75% | -23.82%+8.1pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,863 | $2,692-30.8% | $4,232-56.0% | $2,597-28.3% |
| Participant deferral / active EE | $3,776 | $4,148-9.0% | $5,601-32.6% | $4,028-6.3% |
| Admin fee / account holder | $5,795 | $6,583-12.0% | $10,329-43.9% | $5,403+7.3% |