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 | $76,746 | $138,072-44.4% | $123,549-37.9% | $135,382-43.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.85% | 153.69%-162.5pp | 119.20%-128.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $5,327 | $5,152+3.4% | $4,628+15.1% | $4,779+11.5% |
| Participant deferral / active EE | $13,888 | $6,799+104.2% | $6,426+116.1% | $5,609+147.6% |
| Admin fee / account holder | $383 | $10,917-96.5% | $9,284-95.9% | $10,829-96.5% |