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 | $32,787 | $65,423-49.9% | $98,477-66.7% | $85,856-61.8% |
| Participation rate | 18.7% | 65.0%-46.3pp | 73.3%-54.7pp | 69.3%-50.6pp |
| Annual return | 14.47% | 21.76%-7.3pp | 1493.59%-1479.1pp | 318.58%-304.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $882 | $3,167-72.1% | $4,276-79.4% | $3,952-77.7% |
| Admin fee / account holder | $811 | $4,594-82.4% | $5,951-86.4% | $6,261-87.1% |