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 | $49,633 | $65,555-24.3% | $86,216-42.4% | $75,173-34.0% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.0%-69.0pp | 67.2%-67.2pp |
| Annual return | 14.88% | 46.07%-31.2pp | 1169.42%-1154.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $374 | $1,553-75.9% | $2,382-84.3% | $2,671-86.0% |
| Participant deferral / active EE | $2,678 | $3,023-11.4% | $3,986-32.8% | $4,126-35.1% |
| Admin fee / account holder | $2,268 | $5,469-58.5% | $6,853-66.9% | $5,651-59.9% |