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 | $144,882 | $109,905+31.8% | $98,506+47.1% | $167,553-13.5% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 14.32% | 1960.20%-1945.9pp | 1494.92%-1480.6pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,245 | $3,226-61.4% | $2,961-58.0% | $4,840-74.3% |
| Participant deferral / active EE | $6,912 | $4,674+47.9% | $4,277+61.6% | $6,343+9.0% |
| Admin fee / account holder | $1,001 | $6,760-85.2% | $5,955-83.2% | $12,316-91.9% |