Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $154,612 | $149,040+3.7% | $120,225+28.6% | $137,256+12.6% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 21.34% | 605.68%-584.3pp | 439.23%-417.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,960 | $4,350-55.0% | $3,475-43.6% | $4,156-52.8% |
| Participant deferral / active EE | $17,916 | $4,655+284.9% | $3,999+348.0% | $6,407+179.6% |
| Admin fee / account holder | $584 | $6,348-90.8% | $5,696-89.8% | $12,270-95.2% |