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 | $87,889 | $96,678-9.1% | $86,640+1.4% | $139,466-37.0% |
| Participation rate | 45.0% | 74.4%-29.4pp | 71.7%-26.7pp | 80.3%-35.3pp |
| Annual return | 18.55% | 106.69%-88.1pp | 592.52%-574.0pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,196 | $4,837-54.6% | $4,438-50.5% | $6,712-67.3% |
| Admin fee / account holder | $884 | $6,410-86.2% | $5,616-84.3% | $11,409-92.3% |