Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,791 | $190,916-86.5% | $160,037-83.9% | $134,545-80.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -11.70% | 552.79%-564.5pp | 408.95%-420.7pp | 418.37%-430.1pp |
| Employer contribution / active EE | $2,804 | $4,996-43.9% | $4,226-33.7% | $4,742-40.9% |
| Participant deferral / active EE | $6,568 | $6,925-5.2% | $6,184+6.2% | $6,401+2.6% |
| Admin fee / account holder | $1,558 | $10,497-85.2% | $8,716-82.1% | $11,431-86.4% |