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 | $89,141 | $109,905-18.9% | $98,506-9.5% | $167,553-46.8% |
| Participation rate | 56.3% | 75.8%-19.6pp | 73.3%-17.1pp | 82.1%-25.9pp |
| Annual return | 17.23% | 1960.20%-1943.0pp | 1494.92%-1477.7pp | 478.89%-461.7pp |
| Employer contribution / active EE | $882 | $3,226-72.7% | $2,961-70.2% | $4,840-81.8% |
| Participant deferral / active EE | $3,316 | $4,674-29.1% | $4,277-22.5% | $6,343-47.7% |
| Admin fee / account holder | $5,457 | $6,760-19.3% | $5,955-8.4% | $12,316-55.7% |