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 | $58,355 | $30,385+92.1% | $56,054+4.1% | $74,400-21.6% |
| Participation rate | 32.8% | 32.9%-0.1pp | 52.5%-19.7pp | 67.2%-34.5pp |
| Annual return | 363.77% | 24.92%+338.9pp | 1705.95%-1342.2pp | 1367.51%-1003.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,650 | $1,174+40.5% | $1,952-15.5% | $4,348-62.1% |
| Admin fee / account holder | $3,913 | $2,361+65.8% | $2,822+38.7% | $1,944+101.3% |