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 | $17,213 | $99,009-82.6% | $86,581-80.1% | $147,585-88.3% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 27.24% | 1312.70%-1285.5pp | 965.06%-937.8pp | 578.58%-551.3pp |
| Employer contribution / active EE | $858 | $3,132-72.6% | $2,840-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $1,963 | $3,972-50.6% | $3,609-45.6% | $5,439-63.9% |
| Admin fee / account holder | $6,845 | $5,709+19.9% | $4,904+39.6% | $10,886-37.1% |