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 | $35,224 | $176,688-80.1% | $130,660-73.0% | $152,909-77.0% |
| Participation rate | 61.5% | 79.0%-17.4pp | 71.7%-10.2pp | 82.5%-20.9pp |
| Annual return | 19.82% | 2693.08%-2673.3pp | 1709.29%-1689.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,666 | $4,362-38.9% | $3,603-26.0% | $5,851-54.4% |
| Admin fee / account holder | $373 | $7,131-94.8% | $5,463-93.2% | $11,601-96.8% |