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 | $138,776 | $88,754+56.4% | $81,820+69.6% | $145,877-4.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 40.18% | 1031.77%-991.6pp | 777.93%-737.7pp | 551.28%-511.1pp |
| Employer contribution / active EE | $4,493 | $3,085+45.6% | $2,915+54.1% | $4,663-3.7% |
| Participant deferral / active EE | $9,674 | $4,648+108.1% | $4,323+123.8% | $6,691+44.6% |
| Admin fee / account holder | $2,043 | $8,424-75.7% | $7,391-72.4% | $13,402-84.8% |