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 | $129,922 | $180,459-28.0% | $154,108-15.7% | $135,380-4.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.92% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $5,053 | $6,035-16.3% | $5,298-4.6% | $4,779+5.7% |
| Participant deferral / active EE | $9,178 | $5,806+58.1% | $5,081+80.6% | $5,609+63.6% |
| Admin fee / account holder | $347 | $16,145-97.8% | $13,411-97.4% | $10,828-96.8% |