Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,434 | $72,465+35.8% | $67,575+45.7% | $145,884-32.5% |
| Participation rate | 61.1% | 76.9%-15.8pp | 72.9%-11.8pp | 80.3%-19.2pp |
| Annual return | 17.45% | 7222.56%-7205.1pp | 3528.98%-3511.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $546 | $3,074-82.2% | $2,736-80.0% | $4,662-88.3% |
| Participant deferral / active EE | $4,270 | $4,786-10.8% | $4,003+6.7% | $6,690-36.2% |
| Admin fee / account holder | $8,831 | $5,515+60.1% | $3,993+121.2% | $13,392-34.1% |