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 | $78,889 | $101,672-22.4% | $147,117-46.4% | $74,478+5.9% |
| Participation rate | 64.7% | 75.5%-10.8pp | 82.2%-17.5pp | 67.2%-2.5pp |
| Annual return | 18.86% | 8757.83%-8739.0pp | 420.54%-401.7pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,446 | $7,305+1.9% | $8,065-7.7% | $4,350+71.2% |
| Admin fee / account holder | $4,129 | $1,753+135.5% | $12,993-68.2% | $1,946+112.2% |