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 | $84,172 | $144,130-41.6% | $117,861-28.6% | $147,586-43.0% |
| Participation rate | 38.9% | 83.4%-44.5pp | 79.7%-40.8pp | 82.8%-43.9pp |
| Annual return | 20.77% | 531.20%-510.4pp | 335.11%-314.3pp | 578.59%-557.8pp |
| Employer contribution / active EE | $2,050 | $4,897-58.1% | $3,786-45.8% | $4,876-58.0% |
| Participant deferral / active EE | $6,121 | $5,316+15.1% | $4,482+36.6% | $5,439+12.5% |
| Admin fee / account holder | $882 | $10,887-91.9% | $8,021-89.0% | $10,886-91.9% |