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 | $72,415 | $109,905-34.1% | $98,506-26.5% | $167,553-56.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 21.62% | 1960.20%-1938.6pp | 1494.92%-1473.3pp | 478.89%-457.3pp |
| Employer contribution / active EE | $2,055 | $3,226-36.3% | $2,961-30.6% | $4,840-57.5% |
| Participant deferral / active EE | $2,794 | $4,674-40.2% | $4,277-34.7% | $6,343-55.9% |
| Admin fee / account holder | $512 | $6,760-92.4% | $5,955-91.4% | $12,316-95.8% |