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 | $110,444 | $150,447-26.6% | $136,298-19.0% | $147,586-25.2% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 13.24% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,589 | $5,256-31.7% | $4,696-23.6% | $4,876-26.4% |
| Participant deferral / active EE | $4,813 | $6,631-27.4% | $6,247-23.0% | $5,439-11.5% |
| Admin fee / account holder | $2,759 | $10,906-74.7% | $9,244-70.2% | $10,886-74.7% |