Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,246 | $138,114-60.7% | $125,391-56.7% | $134,545-59.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.24% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,934 | $5,246-63.1% | $4,816-59.8% | $4,742-59.2% |
| Participant deferral / active EE | $6,589 | $7,801-15.5% | $7,448-11.5% | $6,401+2.9% |
| Admin fee / account holder | $3,792 | $11,570-67.2% | $10,009-62.1% | $11,431-66.8% |