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 | $97,799 | $76,519+27.8% | $56,025+74.6% | $145,897-33.0% |
| Participation rate | 5.3% | 63.2%-58.0pp | 52.5%-47.2pp | 80.3%-75.0pp |
| Annual return | 12.01% | 3017.03%-3005.0pp | 1712.69%-1700.7pp | 552.29%-540.3pp |
| Employer contribution / active EE | $139 | $1,383-90.0% | $1,042-86.7% | $4,663-97.0% |
| Participant deferral / active EE | $256 | $2,624-90.3% | $1,955-86.9% | $6,689-96.2% |
| Admin fee / account holder | $806 | $3,331-75.8% | $2,828-71.5% | $13,390-94.0% |