Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $171,471 | $72,403+136.8% | $67,524+153.9% | $145,978+17.5% |
| Participation rate | 22.2% | 76.9%-54.6pp | 72.9%-50.7pp | 80.3%-58.1pp |
| Annual return | 10.24% | 7197.23%-7187.0pp | 3519.41%-3509.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $2,667 | $3,072-13.2% | $2,734-2.5% | $4,662-42.8% |
| Participant deferral / active EE | $8,917 | $4,782+86.5% | $4,001+122.8% | $6,690+33.3% |
| Admin fee / account holder | $2,299 | $5,541-58.5% | $4,001-42.5% | $13,400-82.8% |