Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $130,489 | $70,121+86.1% | $63,803+104.5% | $138,895-6.1% |
| Participation rate | 63.6% | 77.2%-13.6pp | 72.7%-9.1pp | 79.9%-16.3pp |
| Annual return | 10.93% | 946.48%-935.6pp | 543.72%-532.8pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,965 | $2,882-31.8% | $2,532-22.4% | $4,194-53.2% |
| Participant deferral / active EE | $6,084 | $4,535+34.1% | $3,843+58.3% | $6,396-4.9% |
| Admin fee / account holder | $704 | $6,738-89.6% | $5,196-86.5% | $12,562-94.4% |