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 | $150,746 | $92,743+62.5% | $82,744+82.2% | $134,532+12.1% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -16.16% | 946.63%-962.8pp | 702.22%-718.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $645 | $3,273-80.3% | $3,008-78.6% | $4,741-86.4% |
| Participant deferral / active EE | $2,949 | $4,802-38.6% | $4,395-32.9% | $6,401-53.9% |
| Admin fee / account holder | $1,903 | $5,977-68.2% | $5,325-64.3% | $11,429-83.3% |