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 | $155,862 | $39,798+291.6% | $67,704+130.2% | $59,633+161.4% |
| Participation rate | 11.8% | 57.4%-45.6pp | 67.5%-55.8pp | 68.7%-56.9pp |
| Annual return | -1.64% | 89.94%-91.6pp | 25.41%-27.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,123 | $2,335-51.9% | $3,585-68.7% | $3,192-64.8% |
| Admin fee / account holder | $540 | $3,212-83.2% | $4,255-87.3% | $4,297-87.4% |