Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,666 | $68,097-2.1% | $62,929+5.9% | $137,256-51.4% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 18.43% | 1859.11%-1840.7pp | 1063.93%-1045.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,144 | $2,811-59.3% | $2,505-54.3% | $4,156-72.5% |
| Participant deferral / active EE | $5,169 | $4,553+13.5% | $3,888+32.9% | $6,407-19.3% |
| Admin fee / account holder | $520 | $6,521-92.0% | $5,065-89.7% | $12,270-95.8% |