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 | $110,832 | $45,152+145.5% | $73,836+50.1% | $59,633+85.9% |
| Participation rate | 69.2% | 64.0%+5.2pp | 73.4%-4.2pp | 68.7%+0.6pp |
| Annual return | -1.52% | 27.40%-28.9pp | 2268.06%-2269.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,782 | $2,573+8.1% | $3,583-22.4% | $3,192-12.8% |
| Admin fee / account holder | $317 | $3,515-91.0% | $4,882-93.5% | $4,297-92.6% |