Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $136,700 | $76,522+78.6% | $56,033+144.0% | $145,884-6.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 22.85% | 3014.28%-2991.4pp | 1711.38%-1688.5pp | 551.85%-529.0pp |
| Employer contribution / active EE | $2,104 | $1,382+52.2% | $1,041+102.1% | $4,662-54.9% |
| Participant deferral / active EE | $3,506 | $2,624+33.6% | $1,954+79.4% | $6,690-47.6% |
| Admin fee / account holder | $1,559 | $3,328-53.2% | $2,827-44.9% | $13,392-88.4% |