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 | $26,234 | $90,617-71.0% | $79,476-67.0% | $135,382-80.6% |
| Participation rate | 37.5% | 76.1%-38.6pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -3.08% | 977.57%-980.7pp | 718.21%-721.3pp | 519.77%-522.9pp |
| Employer contribution / active EE | $1,994 | $3,068-35.0% | $2,800-28.8% | $4,779-58.3% |
| Participant deferral / active EE | $3,319 | $4,050-18.1% | $3,704-10.4% | $5,609-40.8% |
| Admin fee / account holder | $34,430 | $5,907+482.8% | $5,113+573.3% | $10,829+218.0% |