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 | $25,152 | $185,225-86.4% | $142,898-82.4% | $167,536-85.0% |
| Participation rate | 27.8% | 78.5%-50.7pp | 72.0%-44.2pp | 82.1%-54.3pp |
| Annual return | 10.23% | 8558.12%-8547.9pp | 5639.64%-5629.4pp | 478.82%-468.6pp |
| Employer contribution / active EE | $1,236 | $5,607-78.0% | $4,146-70.2% | $4,839-74.5% |
| Participant deferral / active EE | $3,463 | $4,496-23.0% | $3,838-9.8% | $6,342-45.4% |
| Admin fee / account holder | $549 | $8,032-93.2% | $6,560-91.6% | $12,315-95.5% |