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 | $100,388 | $180,459-44.4% | $154,108-34.9% | $135,380-25.8% |
| Participation rate | 54.2% | 87.4%-33.3pp | 83.0%-28.9pp | 82.6%-28.5pp |
| Annual return | -7.61% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $6,648 | $6,035+10.1% | $5,298+25.5% | $4,779+39.1% |
| Participant deferral / active EE | $4,373 | $5,806-24.7% | $5,081-13.9% | $5,609-22.0% |
| Admin fee / account holder | $949 | $16,145-94.1% | $13,411-92.9% | $10,828-91.2% |