Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $134,999 | $180,462-25.2% | $154,111-12.4% | $135,379-0.3% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -7.89% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,699 | $6,036-71.9% | $5,298-67.9% | $4,779-64.4% |
| Participant deferral / active EE | $6,107 | $5,806+5.2% | $5,081+20.2% | $5,609+8.9% |
| Admin fee / account holder | $4,336 | $16,145-73.1% | $13,411-67.7% | $10,828-60.0% |