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 | $60,224 | $97,732-38.4% | $83,831-28.2% | $135,380-55.5% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -6.57% | 1287.56%-1294.1pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $977 | $4,222-76.9% | $3,631-73.1% | $4,779-79.5% |
| Participant deferral / active EE | $7,336 | $4,683+56.7% | $4,082+79.7% | $5,609+30.8% |
| Admin fee / account holder | $536 | $6,675-92.0% | $5,479-90.2% | $10,828-95.0% |