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 | $81,458 | $82,630-1.4% | $64,105+27.1% | $125,389-35.0% |
| Participation rate | 55.0% | 75.9%-20.9pp | 68.2%-13.2pp | 83.2%-28.2pp |
| Annual return | -0.43% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,608 | $2,671-39.8% | $1,820-11.7% | $4,866-67.0% |
| Participant deferral / active EE | $2,826 | $3,608-21.7% | $2,822+0.1% | $5,352-47.2% |
| Admin fee / account holder | $409 | $6,382-93.6% | $4,499-90.9% | $9,541-95.7% |