Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,581 | $75,832+39.2% | $147,617-28.5% | $59,633+77.1% |
| Participation rate | 53.3% | 71.6%-18.2pp | 84.6%-31.3pp | 68.7%-15.3pp |
| Annual return | -1.74% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,376 | $3,131+39.8% | $4,895-10.6% | $3,192+37.1% |
| Admin fee / account holder | $884 | $5,986-85.2% | $11,612-92.4% | $4,297-79.4% |