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 | $93,661 | $76,368+22.6% | $67,681+38.4% | $154,746-39.5% |
| Participation rate | 65.0% | 79.0%-14.0pp | 73.7%-8.7pp | 80.7%-15.7pp |
| Annual return | 12.62% | 1066.77%-1054.2pp | 590.58%-578.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $898 | $3,151-71.5% | $2,678-66.5% | $4,379-79.5% |
| Participant deferral / active EE | $4,037 | $4,824-16.3% | $3,976+1.5% | $6,730-40.0% |
| Admin fee / account holder | $10,160 | $8,559+18.7% | $6,100+66.6% | $14,365-29.3% |