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 | $55,847 | $150,447-62.9% | $136,298-59.0% | $147,586-62.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.00% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $3,063 | $5,256-41.7% | $4,696-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $3,950 | $6,631-40.4% | $6,247-36.8% | $5,439-27.4% |
| Admin fee / account holder | $2,139 | $10,906-80.4% | $9,244-76.9% | $10,886-80.3% |