Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,280 | $76,519+3.6% | $56,025+41.5% | $145,897-45.7% |
| Participation rate | 18.2% | 63.2%-45.1pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 14.07% | 3017.03%-3003.0pp | 1712.69%-1698.6pp | 552.29%-538.2pp |
| Employer contribution / active EE | $449 | $1,383-67.6% | $1,042-56.9% | $4,663-90.4% |
| Participant deferral / active EE | $1,637 | $2,624-37.6% | $1,955-16.3% | $6,689-75.5% |
| Admin fee / account holder | $409 | $3,331-87.7% | $2,828-85.6% | $13,390-96.9% |