Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,107 | $76,519-14.9% | $56,025+16.2% | $145,897-55.4% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 13.32% | 3017.03%-3003.7pp | 1712.69%-1699.4pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,059 | $1,383-23.4% | $1,042+1.7% | $4,663-77.3% |
| Participant deferral / active EE | $6,631 | $2,624+152.7% | $1,955+239.3% | $6,689-0.9% |
| Admin fee / account holder | $1,104 | $3,331-66.9% | $2,828-61.0% | $13,390-91.8% |