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 | $31,153 | $106,003-70.6% | $92,236-66.2% | $147,585-78.9% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 23.59% | 50.05%-26.5pp | 176.29%-152.7pp | 578.57%-555.0pp |
| Employer contribution / active EE | $936 | $4,333-78.4% | $3,679-74.6% | $4,876-80.8% |
| Participant deferral / active EE | $4,417 | $4,478-1.4% | $3,897+13.4% | $5,439-18.8% |
| Admin fee / account holder | $3,434 | $6,333-45.8% | $5,194-33.9% | $10,885-68.5% |