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 | $226,938 | $202,326+12.2% | $172,745+31.4% | $152,870+48.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 19.76% | 1029.72%-1010.0pp | 802.90%-783.1pp | 345.34%-325.6pp |
| Employer contribution / active EE | $1,320 | $5,858-77.5% | $5,144-74.3% | $4,763-72.3% |
| Participant deferral / active EE | $12,450 | $5,948+109.3% | $5,197+139.5% | $5,850+112.8% |
| Admin fee / account holder | $1,597 | $17,110-90.7% | $13,954-88.6% | $11,597-86.2% |