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 | $82,978 | $88,754-6.5% | $81,820+1.4% | $145,877-43.1% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 10.73% | 1031.77%-1021.0pp | 777.93%-767.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,870 | $4,648+4.8% | $4,323+12.7% | $6,691-27.2% |
| Admin fee / account holder | $549 | $8,424-93.5% | $7,391-92.6% | $13,402-95.9% |