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 | $65,672 | $202,342-67.5% | $172,753-62.0% | $152,909-57.1% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 25.66% | 1029.88%-1004.2pp | 803.00%-777.3pp | 345.46%-319.8pp |
| Employer contribution / active EE | $1,659 | $5,857-71.7% | $5,144-67.8% | $4,764-65.2% |
| Participant deferral / active EE | $3,741 | $5,948-37.1% | $5,198-28.0% | $5,851-36.1% |
| Admin fee / account holder | $359 | $17,112-97.9% | $13,956-97.4% | $11,601-96.9% |