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 | $163,158 | $99,011+64.8% | $86,582+88.4% | $147,586+10.6% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 17.83% | 1312.75%-1294.9pp | 965.08%-947.3pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,200 | $3,132-29.8% | $2,839-22.5% | $4,876-54.9% |
| Participant deferral / active EE | $6,344 | $3,972+59.7% | $3,609+75.8% | $5,439+16.6% |
| Admin fee / account holder | $13,217 | $5,709+131.5% | $4,904+169.5% | $10,886+21.4% |