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 | $113,098 | $96,419+17.3% | $80,648+40.2% | $139,487-18.9% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 24.59% | 1352.86%-1328.3pp | 937.21%-912.6pp | 373.84%-349.3pp |
| Employer contribution / active EE | $656 | $3,261-79.9% | $2,724-75.9% | $4,755-86.2% |
| Participant deferral / active EE | $4,000 | $5,225-23.5% | $4,443-10.0% | $6,713-40.4% |
| Admin fee / account holder | $493 | $6,605-92.5% | $5,382-90.8% | $11,407-95.7% |