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 | $38,035 | $138,078-72.5% | $125,363-69.7% | $134,509-71.7% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -14.98% | 750.49%-765.5pp | 572.15%-587.1pp | 418.13%-433.1pp |
| Employer contribution / active EE | $2,268 | $5,245-56.8% | $4,815-52.9% | $4,741-52.2% |
| Participant deferral / active EE | $6,887 | $7,800-11.7% | $7,447-7.5% | $6,400+7.6% |
| Admin fee / account holder | $1,168 | $11,566-89.9% | $10,005-88.3% | $11,427-89.8% |