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 | $111,515 | $138,102-19.3% | $125,381-11.1% | $134,532-17.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.36% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,597 | $5,245-69.6% | $4,815-66.8% | $4,741-66.3% |
| Participant deferral / active EE | $5,513 | $7,801-29.3% | $7,448-26.0% | $6,401-13.9% |
| Admin fee / account holder | $1,193 | $11,568-89.7% | $10,007-88.1% | $11,429-89.6% |