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 | $102,908 | $138,075-25.5% | $123,552-16.7% | $135,379-24.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.76% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.5pp |
| Employer contribution / active EE | $1,003 | $5,152-80.5% | $4,628-78.3% | $4,779-79.0% |
| Participant deferral / active EE | $3,338 | $6,800-50.9% | $6,426-48.1% | $5,609-40.5% |
| Admin fee / account holder | $1,657 | $10,917-84.8% | $9,285-82.2% | $10,828-84.7% |