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 | $190,485 | $202,440-5.9% | $169,390+12.5% | $139,466+36.6% |
| Participation rate | 56.5% | 81.1%-24.6pp | 77.2%-20.7pp | 80.3%-23.8pp |
| Annual return | 18.53% | 532.36%-513.8pp | 406.07%-387.5pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,321 | $6,940-8.9% | $6,222+1.6% | $6,712-5.8% |
| Admin fee / account holder | $15,567 | $10,722+45.2% | $9,015+72.7% | $11,409+36.4% |