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 | $48,636 | $104,116-53.3% | $71,089-31.6% | $135,380-64.1% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.6%-26.1pp | 82.6%-54.1pp |
| Annual return | -7.97% | 1256.51%-1264.5pp | 650.65%-658.6pp | 519.81%-527.8pp |
| Employer contribution / active EE | $718 | $1,485-51.7% | $1,088-34.0% | $4,779-85.0% |
| Participant deferral / active EE | $3,333 | $2,524+32.1% | $1,873+78.0% | $5,609-40.6% |
| Admin fee / account holder | $3,720 | $4,142-10.2% | $3,082+20.7% | $10,828-65.6% |