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 | $114,964 | $102,696+11.9% | $86,235+33.3% | $139,487-17.6% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 15.65% | 1925.91%-1910.3pp | 1170.03%-1154.4pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,053 | $3,034-32.3% | $2,381-13.8% | $4,755-56.8% |
| Participant deferral / active EE | $3,286 | $4,679-29.8% | $3,987-17.6% | $6,713-51.0% |
| Admin fee / account holder | $5,614 | $8,667-35.2% | $6,856-18.1% | $11,407-50.8% |