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 | $104,728 | $180,459-42.0% | $154,108-32.0% | $135,380-22.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.59% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,318 | $6,035-61.6% | $5,298-56.2% | $4,779-51.5% |
| Participant deferral / active EE | $4,758 | $5,806-18.1% | $5,081-6.3% | $5,609-15.2% |
| Admin fee / account holder | $1,004 | $16,145-93.8% | $13,411-92.5% | $10,828-90.7% |