Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $136,181 | $76,368+78.3% | $67,681+101.2% | $154,746-12.0% |
| Participation rate | 20.0% | 79.0%-59.0pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 19.24% | 1066.77%-1047.5pp | 590.58%-571.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $328 | $3,151-89.6% | $2,678-87.8% | $4,379-92.5% |
| Participant deferral / active EE | $3,505 | $4,824-27.3% | $3,976-11.8% | $6,730-47.9% |
| Admin fee / account holder | $1,250 | $8,559-85.4% | $6,100-79.5% | $14,365-91.3% |