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 | $130,378 | $138,078-5.6% | $125,363+4.0% | $134,509-3.1% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -12.84% | 750.49%-763.3pp | 572.15%-585.0pp | 418.13%-431.0pp |
| Employer contribution / active EE | $1,807 | $5,245-65.5% | $4,815-62.5% | $4,741-61.9% |
| Participant deferral / active EE | $7,729 | $7,800-0.9% | $7,447+3.8% | $6,400+20.8% |
| Admin fee / account holder | $453 | $11,566-96.1% | $10,005-95.5% | $11,427-96.0% |