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 | $88,621 | $88,815-0.2% | $81,882+8.2% | $145,897-39.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.53% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.8pp |
| Employer contribution / active EE | $942 | $3,086-69.5% | $2,916-67.7% | $4,663-79.8% |
| Participant deferral / active EE | $6,191 | $4,647+33.2% | $4,323+43.2% | $6,689-7.5% |
| Admin fee / account holder | $2,306 | $8,434-72.7% | $7,360-68.7% | $13,390-82.8% |