Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,825 | $72,465+17.1% | $67,575+25.5% | $145,884-41.9% |
| Participation rate | 30.0% | 76.9%-46.9pp | 72.9%-42.9pp | 80.3%-50.3pp |
| Annual return | 11.42% | 7222.56%-7211.1pp | 3528.98%-3517.6pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,735 | $3,074-43.5% | $2,736-36.6% | $4,662-62.8% |
| Participant deferral / active EE | $2,895 | $4,786-39.5% | $4,003-27.7% | $6,690-56.7% |
| Admin fee / account holder | $2,654 | $5,515-51.9% | $3,993-33.5% | $13,392-80.2% |