Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $112,096 | $209,888-46.6% | $189,545-40.9% | $167,553-33.1% |
| Participation rate | 65.2% | 88.7%-23.4pp | 87.8%-22.6pp | 82.1%-16.9pp |
| Annual return | 18.07% | 748.66%-730.6pp | 555.36%-537.3pp | 478.89%-460.8pp |
| Employer contribution / active EE | $1,961 | $6,915-71.6% | $6,162-68.2% | $4,840-59.5% |
| Participant deferral / active EE | $6,586 | $8,934-26.3% | $8,220-19.9% | $6,343+3.8% |
| Admin fee / account holder | $1,249 | $14,300-91.3% | $12,049-89.6% | $12,316-89.9% |