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 | $55,569 | $59,467-6.6% | $93,727-40.7% | $74,478-25.4% |
| Participation rate | 44.4% | 59.6%-15.2pp | 68.7%-24.3pp | 67.2%-22.8pp |
| Annual return | 16.81% | 82.14%-65.3pp | 133.83%-117.0pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,089 | $3,052+1.2% | $4,417-30.1% | $4,350-29.0% |
| Admin fee / account holder | $2,904 | $3,028-4.1% | $8,292-65.0% | $1,946+49.3% |