Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,943 | $138,102-29.8% | $125,381-22.7% | $134,532-27.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.73% | 750.73%-766.5pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,930 | $5,245-25.1% | $4,815-18.4% | $4,741-17.1% |
| Participant deferral / active EE | $19,771 | $7,801+153.5% | $7,448+165.5% | $6,401+208.9% |
| Admin fee / account holder | $494 | $11,568-95.7% | $10,007-95.1% | $11,429-95.7% |