Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,775 | $129,737-37.7% | $119,126-32.2% | $154,746-47.8% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 708.54% | 379.08%+329.5pp | 282.11%+426.4pp | 172.34%+536.2pp |
| Employer contribution / active EE | $1,272 | $4,375-70.9% | $4,034-68.5% | $4,379-71.0% |
| Participant deferral / active EE | $4,666 | $5,842-20.1% | $5,318-12.3% | $6,730-30.7% |
| Admin fee / account holder | $666 | $11,961-94.4% | $10,693-93.8% | $14,365-95.4% |