Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $91,641 | $48,050+90.7% | $96,754-5.3% | $64,340+42.4% |
| Participation rate | 5.0% | 40.6%-35.5pp | 70.3%-65.2pp | 55.2%-50.2pp |
| Annual return | 469.67% | 23.41%+446.3pp | 82.04%+387.6pp | 24.14%+445.5pp |
| Employer contribution / active EE | $132 | $1,204-89.0% | $2,679-95.1% | $1,862-92.9% |
| Participant deferral / active EE | $490 | $2,191-77.6% | $4,758-89.7% | $2,980-83.6% |
| Admin fee / account holder | $12,228 | $3,741+226.8% | $8,905+37.3% | $3,703+230.3% |