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 | $102,516 | $92,766+10.5% | $82,763+23.9% | $134,545-23.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -11.40% | 946.97%-958.4pp | 702.45%-713.8pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,603 | $3,273-51.0% | $3,008-46.7% | $4,742-66.2% |
| Participant deferral / active EE | $6,865 | $4,802+43.0% | $4,395+56.2% | $6,401+7.2% |
| Admin fee / account holder | $1,032 | $5,978-82.7% | $5,325-80.6% | $11,431-91.0% |