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 | $63,459 | $185,225-65.7% | $142,898-55.6% | $167,536-62.1% |
| Participation rate | 65.0% | 78.5%-13.5pp | 72.0%-7.0pp | 82.1%-17.1pp |
| Annual return | 13.28% | 8558.12%-8544.8pp | 5639.64%-5626.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,407 | $5,607-74.9% | $4,146-66.1% | $4,839-70.9% |
| Participant deferral / active EE | $5,510 | $4,496+22.6% | $3,838+43.6% | $6,342-13.1% |
| Admin fee / account holder | $682 | $8,032-91.5% | $6,560-89.6% | $12,315-94.5% |