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 | $97,779 | $138,102-29.2% | $125,381-22.0% | $134,532-27.3% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -20.57% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $5,053 | $5,245-3.7% | $4,815+4.9% | $4,741+6.6% |
| Participant deferral / active EE | $11,347 | $7,801+45.5% | $7,448+52.4% | $6,401+77.3% |
| Admin fee / account holder | $1,158 | $11,568-90.0% | $10,007-88.4% | $11,429-89.9% |