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 | $138,728 | $202,342-31.4% | $172,752-19.7% | $152,897-9.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 22.56% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,501 | $5,858-74.4% | $5,144-70.8% | $4,764-68.5% |
| Participant deferral / active EE | $5,525 | $5,948-7.1% | $5,198+6.3% | $5,851-5.6% |
| Admin fee / account holder | $5,624 | $17,111-67.1% | $13,955-59.7% | $11,599-51.5% |