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 | $90,477 | $150,447-39.9% | $136,298-33.6% | $147,586-38.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 21.98% | 1049.15%-1027.2pp | 5156.27%-5134.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,142 | $5,256-78.3% | $4,696-75.7% | $4,876-76.6% |
| Participant deferral / active EE | $4,865 | $6,631-26.6% | $6,247-22.1% | $5,439-10.5% |
| Admin fee / account holder | $1,238 | $10,906-88.6% | $9,244-86.6% | $10,886-88.6% |