Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,198 | $138,114-52.1% | $125,391-47.2% | $134,545-50.8% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.1pp | 81.2%-27.9pp |
| Annual return | -19.47% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,272 | $5,246-56.7% | $4,816-52.8% | $4,742-52.1% |
| Participant deferral / active EE | $5,747 | $7,801-26.3% | $7,448-22.8% | $6,401-10.2% |
| Admin fee / account holder | $1,937 | $11,570-83.3% | $10,009-80.6% | $11,431-83.1% |