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 | $92,302 | $102,422-9.9% | $147,117-37.3% | $80,959+14.0% |
| Participation rate | 67.6% | 75.9%-8.2pp | 82.2%-14.5pp | 67.7%0pp |
| Annual return | 16.70% | 135.16%-118.5pp | 420.54%-403.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,032 | $6,652+141.0% | $8,065+98.8% | $4,300+272.8% |
| Admin fee / account holder | $13,356 | $7,953+67.9% | $12,993+2.8% | $6,925+92.9% |