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 | $69,851 | $81,749-14.6% | $58,544+19.3% | $139,456-49.9% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 22.95% | 7425.45%-7402.5pp | 4249.56%-4226.6pp | 373.45%-350.5pp |
| Employer contribution / active EE | $944 | $1,398-32.5% | $1,053-10.3% | $4,753-80.1% |
| Participant deferral / active EE | $3,392 | $2,555+32.7% | $1,923+76.4% | $6,711-49.5% |
| Admin fee / account holder | $1,749 | $3,272-46.6% | $2,520-30.6% | $11,407-84.7% |