Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $129,672 | $88,815+46.0% | $81,882+58.4% | $145,897-11.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 11.61% | 1033.75%-1022.1pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $493 | $3,086-84.0% | $2,916-83.1% | $4,663-89.4% |
| Participant deferral / active EE | $1,956 | $4,647-57.9% | $4,323-54.7% | $6,689-70.8% |
| Admin fee / account holder | $1,212 | $8,434-85.6% | $7,360-83.5% | $13,390-90.9% |