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 | $111,853 | $88,754+26.0% | $81,820+36.7% | $145,877-23.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.63% | 1031.77%-1017.1pp | 777.93%-763.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,154 | $3,085-30.2% | $2,915-26.1% | $4,663-53.8% |
| Participant deferral / active EE | $2,154 | $4,648-53.6% | $4,323-50.2% | $6,691-67.8% |
| Admin fee / account holder | $10,569 | $8,424+25.5% | $7,391+43.0% | $13,402-21.1% |