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 | $71,380 | $138,102-48.3% | $125,381-43.1% | $134,532-46.9% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -15.89% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,740 | $5,245-47.8% | $4,815-43.1% | $4,741-42.2% |
| Participant deferral / active EE | $5,274 | $7,801-32.4% | $7,448-29.2% | $6,401-17.6% |
| Admin fee / account holder | $25,986 | $11,568+124.6% | $10,007+159.7% | $11,429+127.4% |