Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,773 | $106,557-79.6% | $91,227-76.1% | $134,545-83.8% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.2%-17.6pp | 81.2%-25.7pp |
| Annual return | -20.96% | 160.81%-181.8pp | 114.14%-135.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $8,106 | $3,332+143.3% | $2,851+184.3% | $4,742+71.0% |
| Participant deferral / active EE | $2,857 | $4,719-39.4% | $4,234-32.5% | $6,401-55.4% |
| Admin fee / account holder | $360 | $6,235-94.2% | $5,423-93.4% | $11,431-96.8% |