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 | $112,636 | $92,743+21.5% | $82,744+36.1% | $134,532-16.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -14.39% | 946.63%-961.0pp | 702.22%-716.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $589 | $3,273-82.0% | $3,008-80.4% | $4,741-87.6% |
| Participant deferral / active EE | $2,748 | $4,802-42.8% | $4,395-37.5% | $6,401-57.1% |
| Admin fee / account holder | $21,635 | $5,977+261.9% | $5,325+306.3% | $11,429+89.3% |