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 | $50,781 | $56,197-9.6% | $67,652-24.9% | $59,633-14.8% |
| Participation rate | 59.2% | 71.5%-12.3pp | 75.7%-16.5pp | 68.7%-9.5pp |
| Annual return | -0.71% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $988 | $1,615-38.8% | $2,266-56.4% | $2,203-55.1% |
| Participant deferral / active EE | $1,499 | $2,844-47.3% | $3,560-57.9% | $3,192-53.0% |
| Admin fee / account holder | $363 | $3,958-90.8% | $4,821-92.5% | $4,297-91.6% |