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 | $143,071 | $138,076+3.6% | $123,553+15.8% | $135,380+5.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.53% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,443 | $5,152-52.6% | $4,628-47.2% | $4,779-48.9% |
| Participant deferral / active EE | $7,247 | $6,800+6.6% | $6,426+12.8% | $5,609+29.2% |
| Admin fee / account holder | $15,928 | $10,917+45.9% | $9,284+71.6% | $10,828+47.1% |