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 | $30,322 | $92,743-67.3% | $82,744-63.4% | $134,532-77.5% |
| Participation rate | 39.1% | 75.2%-36.1pp | 72.6%-33.4pp | 81.2%-42.1pp |
| Annual return | -18.73% | 946.63%-965.4pp | 702.22%-720.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $487 | $3,273-85.1% | $3,008-83.8% | $4,741-89.7% |
| Participant deferral / active EE | $2,081 | $4,802-56.7% | $4,395-52.6% | $6,401-67.5% |
| Admin fee / account holder | $486 | $5,977-91.9% | $5,325-90.9% | $11,429-95.7% |