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 | $139,206 | $100,938+37.9% | $90,461+53.9% | $158,982-12.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 12.78% | 1727.20%-1714.4pp | 1294.76%-1282.0pp | 302.99%-290.2pp |
| Employer contribution / active EE | $498 | $3,691-86.5% | $3,264-84.7% | $4,763-89.5% |
| Participant deferral / active EE | $1,384 | $4,350-68.2% | $3,964-65.1% | $5,983-76.9% |
| Admin fee / account holder | $461 | $6,510-92.9% | $5,617-91.8% | $11,252-95.9% |