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 | $83,135 | $180,462-53.9% | $154,111-46.1% | $135,379-38.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.76% | 888.17%-895.9pp | 735.18%-742.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,515 | $6,036-74.9% | $5,298-71.4% | $4,779-68.3% |
| Participant deferral / active EE | $7,607 | $5,806+31.0% | $5,081+49.7% | $5,609+35.6% |
| Admin fee / account holder | $5,859 | $16,145-63.7% | $13,411-56.3% | $10,828-45.9% |