Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,854 | $104,106-67.5% | $71,086-52.4% | $135,379-75.0% |
| Participation rate | 23.1% | 65.7%-42.6pp | 54.7%-31.6pp | 82.6%-59.6pp |
| Annual return | -5.87% | 1256.30%-1262.2pp | 650.59%-656.5pp | 519.79%-525.7pp |
| Employer contribution / active EE | $454 | $1,485-69.4% | $1,088-58.3% | $4,779-90.5% |
| Participant deferral / active EE | $2,273 | $2,527-10.0% | $1,874+21.3% | $5,609-59.5% |
| Admin fee / account holder | $1,893 | $4,142-54.3% | $3,082-38.6% | $10,828-82.5% |