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 | $51,479 | $190,879-73.0% | $160,009-67.8% | $134,532-61.7% |
| Participation rate | 36.8% | 82.0%-45.1pp | 78.0%-41.1pp | 81.2%-44.4pp |
| Annual return | -16.43% | 552.63%-569.1pp | 408.85%-425.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,451 | $4,995-70.9% | $4,225-65.7% | $4,741-69.4% |
| Participant deferral / active EE | $2,484 | $6,924-64.1% | $6,183-59.8% | $6,401-61.2% |
| Admin fee / account holder | $17,545 | $10,495+67.2% | $8,715+101.3% | $11,429+53.5% |