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 | $7,619 | $92,684-91.8% | $82,706-90.8% | $134,509-94.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -16.40% | 945.84%-962.2pp | 701.76%-718.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $692 | $3,272-78.8% | $3,007-77.0% | $4,741-85.4% |
| Participant deferral / active EE | $1,604 | $4,800-66.6% | $4,394-63.5% | $6,400-74.9% |
| Admin fee / account holder | $370 | $5,982-93.8% | $5,329-93.1% | $11,427-96.8% |