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 | $26,505 | $185,199-85.7% | $142,874-81.4% | $167,518-84.2% |
| Participation rate | 35.3% | 78.5%-43.2pp | 72.0%-36.7pp | 82.1%-46.8pp |
| Annual return | 14.88% | 8556.90%-8542.0pp | 5638.58%-5623.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $431 | $5,606-92.3% | $4,145-89.6% | $4,838-91.1% |
| Participant deferral / active EE | $1,235 | $4,495-72.5% | $3,838-67.8% | $6,342-80.5% |
| Admin fee / account holder | $1,113 | $8,031-86.1% | $6,561-83.0% | $12,312-91.0% |