Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,855 | $84,628-87.2% | $61,501-82.4% | $134,545-91.9% |
| Participation rate | 40.9% | 62.2%-21.3pp | 52.6%-11.7pp | 81.2%-40.3pp |
| Annual return | -21.48% | 585.61%-607.1pp | 339.04%-360.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,491 | $1,545-3.5% | $1,160+28.6% | $4,742-68.6% |
| Participant deferral / active EE | $2,483 | $2,819-11.9% | $2,125+16.9% | $6,401-61.2% |
| Admin fee / account holder | $2,992 | $2,587+15.6% | $2,132+40.4% | $11,431-73.8% |