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 | $47,599 | $90,606-47.5% | $79,466-40.1% | $135,379-64.8% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -6.15% | 977.69%-983.8pp | 718.28%-724.4pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,724 | $3,068-43.8% | $2,800-38.4% | $4,779-63.9% |
| Participant deferral / active EE | $3,502 | $4,050-13.5% | $3,704-5.5% | $5,609-37.6% |
| Admin fee / account holder | $353 | $5,895-94.0% | $5,104-93.1% | $10,828-96.7% |