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 | $161,166 | $160,059+0.7% | $140,019+15.1% | $135,379+19.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -7.73% | 911.44%-919.2pp | 651.15%-658.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,830 | $6,420-71.5% | $5,605-67.3% | $4,779-61.7% |
| Participant deferral / active EE | $4,020 | $7,641-47.4% | $6,927-42.0% | $5,609-28.3% |
| Admin fee / account holder | $3,649 | $13,328-72.6% | $10,705-65.9% | $10,828-66.3% |