Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,455 | $101,591-21.8% | $147,096-46.0% | $74,429+6.8% |
| Participation rate | 32.1% | 75.5%-43.5pp | 82.2%-50.1pp | 67.2%-35.2pp |
| Annual return | 21.43% | 8746.45%-8725.0pp | 419.75%-398.3pp | 1368.38%-1347.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,368 | $7,302-12.8% | $8,071-21.1% | $4,348+46.5% |
| Admin fee / account holder | $14,287 | $1,750+716.4% | $13,005+9.9% | $1,944+634.8% |