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 | $24,366 | $202,440-88.0% | $169,390-85.6% | $139,466-82.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 95.34% | 532.36%-437.0pp | 406.07%-310.7pp | 373.66%-278.3pp |
| Employer contribution / active EE | $1,491 | $4,693-68.2% | $4,013-62.8% | $4,754-68.6% |
| Participant deferral / active EE | $2,468 | $6,940-64.4% | $6,222-60.3% | $6,712-63.2% |
| Admin fee / account holder | $6,201 | $10,722-42.2% | $9,015-31.2% | $11,409-45.7% |