Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,314 | $138,102-49.1% | $125,381-43.9% | $134,532-47.7% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -14.10% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,958 | $5,245-62.7% | $4,815-59.3% | $4,741-58.7% |
| Participant deferral / active EE | $4,250 | $7,801-45.5% | $7,448-42.9% | $6,401-33.6% |
| Admin fee / account holder | $12,220 | $11,568+5.6% | $10,007+22.1% | $11,429+6.9% |