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 | $34,400 | $81,749-57.9% | $58,544-41.2% | $139,456-75.3% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 23.37% | 7425.45%-7402.1pp | 4249.56%-4226.2pp | 373.45%-350.1pp |
| Employer contribution / active EE | $1,747 | $1,398+24.9% | $1,053+65.9% | $4,753-63.2% |
| Participant deferral / active EE | $4,678 | $2,555+83.1% | $1,923+143.3% | $6,711-30.3% |
| Admin fee / account holder | $1,312 | $3,272-59.9% | $2,520-47.9% | $11,407-88.5% |