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 | $33,417 | $99,011-66.2% | $86,582-61.4% | $147,586-77.4% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 20.96% | 1312.75%-1291.8pp | 965.08%-944.1pp | 578.59%-557.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,518 | $3,972-36.6% | $3,609-30.2% | $5,439-53.7% |
| Admin fee / account holder | $2,546 | $5,709-55.4% | $4,904-48.1% | $10,886-76.6% |