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 | $59,573 | $54,717+8.9% | $86,216-30.9% | $71,511-16.7% |
| Participation rate | 47.7% | 60.1%-12.4pp | 69.0%-21.3pp | 67.9%-20.3pp |
| Annual return | 55.25% | 20.07%+35.2pp | 1169.42%-1114.2pp | 28.86%+26.4pp |
| Employer contribution / active EE | $798 | $1,267-37.0% | $2,382-66.5% | $2,589-69.2% |
| Participant deferral / active EE | $2,113 | $3,110-32.1% | $3,986-47.0% | $4,291-50.8% |
| Admin fee / account holder | $7,320 | $1,922+280.8% | $6,853+6.8% | $1,588+360.8% |