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 | $43,079 | $138,102-68.8% | $125,381-65.6% | $134,532-68.0% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -3.65% | 750.73%-754.4pp | 572.31%-576.0pp | 418.27%-421.9pp |
| Employer contribution / active EE | $1,389 | $5,245-73.5% | $4,815-71.2% | $4,741-70.7% |
| Participant deferral / active EE | $4,808 | $7,801-38.4% | $7,448-35.4% | $6,401-24.9% |
| Admin fee / account holder | $4,561 | $11,568-60.6% | $10,007-54.4% | $11,429-60.1% |