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 | $67,567 | $72,465-6.8% | $67,5750% | $145,884-53.7% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 18.49% | 7222.56%-7204.1pp | 3528.98%-3510.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,738 | $4,786-63.7% | $4,003-56.6% | $6,690-74.0% |
| Admin fee / account holder | $508 | $5,515-90.8% | $3,993-87.3% | $13,392-96.2% |