Sign up free to preview peer percentile detail
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 | $60,385 | $76,522-21.1% | $56,033+7.8% | $145,884-58.6% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 30.73% | 3014.28%-2983.5pp | 1711.38%-1680.6pp | 551.85%-521.1pp |
| Employer contribution / active EE | $1,035 | $1,382-25.1% | $1,041-0.6% | $4,662-77.8% |
| Participant deferral / active EE | $4,632 | $2,624+76.5% | $1,954+137.0% | $6,690-30.8% |
| Admin fee / account holder | $404 | $3,328-87.9% | $2,827-85.7% | $13,392-97.0% |