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 | $170,094 | $88,754+91.6% | $81,820+107.9% | $145,877+16.6% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 13.31% | 1031.77%-1018.5pp | 777.93%-764.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,790 | $3,085-9.6% | $2,915-4.3% | $4,663-40.2% |
| Participant deferral / active EE | $8,470 | $4,648+82.2% | $4,323+96.0% | $6,691+26.6% |
| Admin fee / account holder | $9,015 | $8,424+7.0% | $7,391+22.0% | $13,402-32.7% |