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 | $53,408 | $72,465-26.3% | $67,575-21.0% | $145,884-63.4% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 17.67% | 7222.56%-7204.9pp | 3528.98%-3511.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,198 | $3,074-61.0% | $2,736-56.2% | $4,662-74.3% |
| Participant deferral / active EE | $2,756 | $4,786-42.4% | $4,003-31.2% | $6,690-58.8% |
| Admin fee / account holder | $24,118 | $5,515+337.3% | $3,993+504.0% | $13,392+80.1% |