Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,575 | $190,916-88.2% | $160,037-85.9% | $134,545-83.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -14.82% | 552.79%-567.6pp | 408.95%-423.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $659 | $4,996-86.8% | $4,226-84.4% | $4,742-86.1% |
| Participant deferral / active EE | $2,106 | $6,925-69.6% | $6,184-65.9% | $6,401-67.1% |
| Admin fee / account holder | $6,992 | $10,497-33.4% | $8,716-19.8% | $11,431-38.8% |