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 | $57,539 | $72,446-20.6% | $67,561-14.8% | $145,877-60.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 13.06% | 7211.98%-7198.9pp | 3525.44%-3512.4pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,555 | $3,072-49.4% | $2,735-43.1% | $4,663-66.7% |
| Participant deferral / active EE | $1,847 | $4,785-61.4% | $4,003-53.9% | $6,691-72.4% |
| Admin fee / account holder | $5,771 | $5,541+4.1% | $4,006+44.1% | $13,402-56.9% |