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 | $29,346 | $150,447-80.5% | $136,298-78.5% | $147,586-80.1% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 26.40% | 1049.15%-1022.8pp | 5156.27%-5129.9pp | 578.59%-552.2pp |
| Employer contribution / active EE | $1,620 | $5,256-69.2% | $4,696-65.5% | $4,876-66.8% |
| Participant deferral / active EE | $4,827 | $6,631-27.2% | $6,247-22.7% | $5,439-11.2% |
| Admin fee / account holder | $1,370 | $10,906-87.4% | $9,244-85.2% | $10,886-87.4% |