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 | $64,033 | $150,447-57.4% | $136,298-53.0% | $147,586-56.6% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 23.44% | 1049.15%-1025.7pp | 5156.27%-5132.8pp | 578.59%-555.2pp |
| Employer contribution / active EE | $2,051 | $5,256-61.0% | $4,696-56.3% | $4,876-57.9% |
| Participant deferral / active EE | $3,376 | $6,631-49.1% | $6,247-46.0% | $5,439-37.9% |
| Admin fee / account holder | $4,040 | $10,906-63.0% | $9,244-56.3% | $10,886-62.9% |