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 | $89,043 | $138,102-35.5% | $125,381-29.0% | $134,532-33.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.67% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,356 | $5,245-55.1% | $4,815-51.1% | $4,741-50.3% |
| Participant deferral / active EE | $5,179 | $7,801-33.6% | $7,448-30.5% | $6,401-19.1% |
| Admin fee / account holder | $7,092 | $11,568-38.7% | $10,007-29.1% | $11,429-37.9% |