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 | $91,369 | $138,114-33.8% | $125,391-27.1% | $134,545-32.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.84% | 750.88%-769.7pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $5,593 | $5,246+6.6% | $4,816+16.1% | $4,742+17.9% |
| Participant deferral / active EE | $14,900 | $7,801+91.0% | $7,448+100.0% | $6,401+132.8% |
| Admin fee / account holder | $1,440 | $11,570-87.6% | $10,009-85.6% | $11,431-87.4% |