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 | $114,162 | $96,678+18.1% | $86,640+31.8% | $139,466-18.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 17.86% | 106.69%-88.8pp | 592.52%-574.7pp | 373.66%-355.8pp |
| Employer contribution / active EE | $5,331 | $3,265+63.3% | $3,024+76.3% | $4,754+12.1% |
| Participant deferral / active EE | $9,059 | $4,837+87.3% | $4,438+104.1% | $6,712+35.0% |
| Admin fee / account holder | $1,378 | $6,410-78.5% | $5,616-75.5% | $11,409-87.9% |