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 | $149,044 | $99,647+49.6% | $86,439+72.4% | $134,509+10.8% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -4.31% | 6784.13%-6788.4pp | 4395.55%-4399.9pp | 418.13%-422.4pp |
| Employer contribution / active EE | $1,172 | $4,401-73.4% | $3,769-68.9% | $4,741-75.3% |
| Participant deferral / active EE | $10,355 | $7,246+42.9% | $6,952+49.0% | $6,400+61.8% |
| Admin fee / account holder | $1,783 | $8,373-78.7% | $6,732-73.5% | $11,427-84.4% |