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 | $62,555 | $197,819-68.4% | $155,789-59.8% | $125,388-50.1% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | -2.81% | 86.73%-89.5pp | 71.54%-74.3pp | 282.24%-285.0pp |
| Employer contribution / active EE | $762 | $4,850-84.3% | $3,839-80.1% | $4,866-84.3% |
| Participant deferral / active EE | $2,877 | $5,631-48.9% | $4,798-40.0% | $5,352-46.2% |
| Admin fee / account holder | $1,396 | $9,544-85.4% | $7,477-81.3% | $9,541-85.4% |