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 | $76,868 | $138,102-44.3% | $125,381-38.7% | $134,532-42.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -18.39% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,380 | $5,245-54.6% | $4,815-50.6% | $4,741-49.8% |
| Participant deferral / active EE | $5,687 | $7,801-27.1% | $7,448-23.6% | $6,401-11.2% |
| Admin fee / account holder | $2,629 | $11,568-77.3% | $10,007-73.7% | $11,429-77.0% |