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 | $167,191 | $97,729+71.1% | $83,830+99.4% | $135,379+23.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.22% | 1287.52%-1296.7pp | 850.97%-860.2pp | 519.79%-529.0pp |
| Employer contribution / active EE | $3,264 | $4,222-22.7% | $3,631-10.1% | $4,779-31.7% |
| Participant deferral / active EE | $8,623 | $4,683+84.1% | $4,082+111.2% | $5,609+53.7% |
| Admin fee / account holder | $1,787 | $6,674-73.2% | $5,479-67.4% | $10,828-83.5% |