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 | $61,828 | $82,630-25.2% | $64,105-3.6% | $125,389-50.7% |
| Participation rate | 52.6% | 75.9%-23.2pp | 68.2%-15.5pp | 83.2%-30.6pp |
| Annual return | -0.23% | 1489.72%-1489.9pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $482 | $2,671-82.0% | $1,820-73.5% | $4,866-90.1% |
| Participant deferral / active EE | $2,717 | $3,608-24.7% | $2,822-3.7% | $5,352-49.2% |
| Admin fee / account holder | $1,210 | $6,382-81.0% | $4,499-73.1% | $9,541-87.3% |