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 | $130,255 | $57,330+127.2% | $86,656+50.3% | $75,177+73.3% |
| Participation rate | 34.4% | 63.2%-28.8pp | 71.7%-37.3pp | 67.2%-32.8pp |
| Annual return | 15.99% | 2675.40%-2659.4pp | 593.09%-577.1pp | 160.75%-144.8pp |
| Employer contribution / active EE | $577 | $2,316-75.1% | $3,025-80.9% | $2,671-78.4% |
| Participant deferral / active EE | $1,872 | $3,320-43.6% | $4,439-57.8% | $4,126-54.6% |
| Admin fee / account holder | $1,274 | $4,115-69.0% | $5,619-77.3% | $5,651-77.5% |