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 | $68,283 | $97,729-30.1% | $83,830-18.5% | $135,379-49.6% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -6.70% | 1287.52%-1294.2pp | 850.97%-857.7pp | 519.79%-526.5pp |
| Employer contribution / active EE | $2,891 | $4,222-31.5% | $3,631-20.4% | $4,779-39.5% |
| Participant deferral / active EE | $5,498 | $4,683+17.4% | $4,082+34.7% | $5,609-2.0% |
| Admin fee / account holder | $10,757 | $6,674+61.2% | $5,479+96.3% | $10,828-0.7% |