Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,664 | $138,068-81.4% | $125,358-79.5% | $134,493-80.9% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -17.89% | 750.30%-768.2pp | 572.03%-589.9pp | 418.01%-435.9pp |
| Employer contribution / active EE | $1,499 | $5,244-71.4% | $4,814-68.9% | $4,740-68.4% |
| Participant deferral / active EE | $3,467 | $7,799-55.5% | $7,447-53.4% | $6,400-45.8% |
| Admin fee / account holder | $326 | $11,568-97.2% | $10,007-96.7% | $11,425-97.1% |