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 | $41,190 | $138,078-70.2% | $125,363-67.1% | $134,509-69.4% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -19.26% | 750.49%-769.7pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $2,718 | $5,245-48.2% | $4,815-43.6% | $4,741-42.7% |
| Participant deferral / active EE | $5,189 | $7,800-33.5% | $7,447-30.3% | $6,400-18.9% |
| Admin fee / account holder | $2,702 | $11,566-76.6% | $10,005-73.0% | $11,427-76.4% |