Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,595 | $190,862-80.8% | $159,991-77.1% | $134,509-72.8% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -17.67% | 552.59%-570.3pp | 408.82%-426.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $3,373 | $4,995-32.5% | $4,225-20.2% | $4,741-28.8% |
| Participant deferral / active EE | $5,183 | $6,924-25.1% | $6,183-16.2% | $6,400-19.0% |
| Admin fee / account holder | $1,141 | $10,495-89.1% | $8,715-86.9% | $11,427-90.0% |