Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,995 | $96,361-23.2% | $80,607-8.2% | $139,456-46.9% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 21.54% | 1350.95%-1329.4pp | 936.11%-914.6pp | 373.45%-351.9pp |
| Employer contribution / active EE | $2,179 | $3,262-33.2% | $2,724-20.0% | $4,753-54.2% |
| Participant deferral / active EE | $4,928 | $5,232-5.8% | $4,448+10.8% | $6,711-26.6% |
| Admin fee / account holder | $994 | $6,601-84.9% | $5,379-81.5% | $11,407-91.3% |