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 | $60,897 | $138,102-55.9% | $125,381-51.4% | $134,532-54.7% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -12.48% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,606 | $5,245-69.4% | $4,815-66.7% | $4,741-66.1% |
| Participant deferral / active EE | $4,509 | $7,801-42.2% | $7,448-39.5% | $6,401-29.6% |
| Admin fee / account holder | $4,581 | $11,568-60.4% | $10,007-54.2% | $11,429-59.9% |