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 | $27,157 | $138,102-80.3% | $125,381-78.3% | $134,532-79.8% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -5.01% | 750.73%-755.7pp | 572.31%-577.3pp | 418.27%-423.3pp |
| Employer contribution / active EE | $3,370 | $5,245-35.8% | $4,815-30.0% | $4,741-28.9% |
| Participant deferral / active EE | $2,867 | $7,801-63.2% | $7,448-61.5% | $6,401-55.2% |
| Admin fee / account holder | $8,710 | $11,568-24.7% | $10,007-13.0% | $11,429-23.8% |