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 | $123,066 | $234,190-47.5% | $180,320-31.8% | $198,609-38.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 8.73% | 1057.44%-1048.7pp | 778.54%-769.8pp | 202.70%-194.0pp |
| Employer contribution / active EE | $9,833 | $5,258+87.0% | $4,108+139.4% | $5,055+94.5% |
| Participant deferral / active EE | $6,388 | $4,988+28.1% | $4,304+48.4% | $6,977-8.4% |
| Admin fee / account holder | $7,069 | $12,558-43.7% | $10,000-29.3% | $19,030-62.9% |