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 | $50,340 | $72,465-30.5% | $67,575-25.5% | $145,884-65.5% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 11.91% | 7222.56%-7210.6pp | 3528.98%-3517.1pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,397 | $3,074-54.6% | $2,736-48.9% | $4,662-70.0% |
| Participant deferral / active EE | $2,428 | $4,786-49.3% | $4,003-39.4% | $6,690-63.7% |
| Admin fee / account holder | $12,779 | $5,515+131.7% | $3,993+220.0% | $13,392-4.6% |