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 | $107,967 | $138,076-21.8% | $123,553-12.6% | $135,380-20.2% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -7.77% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,359 | $5,152-54.2% | $4,628-49.0% | $4,779-50.6% |
| Participant deferral / active EE | $5,695 | $6,800-16.2% | $6,426-11.4% | $5,609+1.5% |
| Admin fee / account holder | $7,259 | $10,917-33.5% | $9,284-21.8% | $10,828-33.0% |