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 | $110,876 | $138,114-19.7% | $125,391-11.6% | $134,545-17.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -17.64% | 750.88%-768.5pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,957 | $5,246-43.6% | $4,816-38.6% | $4,742-37.6% |
| Participant deferral / active EE | $9,809 | $7,801+25.7% | $7,448+31.7% | $6,401+53.2% |
| Admin fee / account holder | $369 | $11,570-96.8% | $10,009-96.3% | $11,431-96.8% |