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 | $19,721 | $90,607-78.2% | $79,467-75.2% | $135,380-85.4% |
| Participation rate | 31.3% | 76.0%-44.8pp | 73.3%-42.1pp | 82.6%-51.4pp |
| Annual return | 210.98% | 977.74%-766.8pp | 718.30%-507.3pp | 519.81%-308.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,657 | $4,050-34.4% | $3,704-28.3% | $5,609-52.6% |
| Admin fee / account holder | $3,739 | $5,895-36.6% | $5,104-26.8% | $10,828-65.5% |