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 | $54,353 | $150,447-63.9% | $136,298-60.1% | $147,586-63.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 21.50% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,331 | $5,256-74.7% | $4,696-71.7% | $4,876-72.7% |
| Participant deferral / active EE | $5,882 | $6,631-11.3% | $6,247-5.8% | $5,439+8.2% |
| Admin fee / account holder | $2,887 | $10,906-73.5% | $9,244-68.8% | $10,886-73.5% |