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 | $39,137 | $135,645-71.1% | $110,243-64.5% | $135,379-71.1% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -6.09% | 513.24%-519.3pp | 314.76%-320.9pp | 519.79%-525.9pp |
| Employer contribution / active EE | $2,187 | $4,907-55.4% | $3,827-42.9% | $4,779-54.2% |
| Participant deferral / active EE | $7,952 | $5,507+44.4% | $4,672+70.2% | $5,609+41.8% |
| Admin fee / account holder | $610 | $11,458-94.7% | $8,548-92.9% | $10,828-94.4% |