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 | $13,241 | $96,678-86.3% | $86,640-84.7% | $139,466-90.5% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 44.64% | 106.69%-62.1pp | 592.52%-547.9pp | 373.66%-329.0pp |
| Employer contribution / active EE | $2,835 | $3,265-13.2% | $3,024-6.3% | $4,754-40.4% |
| Participant deferral / active EE | $2,503 | $4,837-48.2% | $4,438-43.6% | $6,712-62.7% |
| Admin fee / account holder | $1,731 | $6,410-73.0% | $5,616-69.2% | $11,409-84.8% |