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 | $21,269 | $92,743-77.1% | $82,744-74.3% | $134,532-84.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.62% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,337 | $3,273-59.1% | $3,008-55.5% | $4,741-71.8% |
| Participant deferral / active EE | $3,162 | $4,802-34.1% | $4,395-28.0% | $6,401-50.6% |
| Admin fee / account holder | $470 | $5,977-92.1% | $5,325-91.2% | $11,429-95.9% |