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 | $60,375 | $135,645-55.5% | $110,243-45.2% | $135,380-55.4% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -0.01% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,541 | $4,907-48.2% | $3,827-33.6% | $4,779-46.8% |
| Participant deferral / active EE | $5,443 | $5,507-1.2% | $4,672+16.5% | $5,609-3.0% |
| Admin fee / account holder | $4,199 | $11,458-63.4% | $8,548-50.9% | $10,828-61.2% |