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 | $158,560 | $190,879-16.9% | $160,009-0.9% | $134,532+17.9% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -13.19% | 552.63%-565.8pp | 408.85%-422.0pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,086 | $4,995-78.3% | $4,225-74.3% | $4,741-77.1% |
| Participant deferral / active EE | $4,861 | $6,924-29.8% | $6,183-21.4% | $6,401-24.1% |
| Admin fee / account holder | $852 | $10,495-91.9% | $8,715-90.2% | $11,429-92.5% |