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 | $110,635 | $138,072-19.9% | $123,549-10.5% | $135,382-18.3% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -3.67% | 153.69%-157.4pp | 119.20%-122.9pp | 519.77%-523.4pp |
| Employer contribution / active EE | $3,103 | $5,152-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $7,476 | $6,799+9.9% | $6,426+16.3% | $5,609+33.3% |
| Admin fee / account holder | $727 | $10,917-93.3% | $9,284-92.2% | $10,829-93.3% |