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 | $140,527 | $118,708+18.4% | $98,920+42.1% | $158,966-11.6% |
| Participation rate | 45.5% | 77.8%-32.4pp | 76.0%-30.6pp | 82.0%-36.5pp |
| Annual return | 52.01% | 372.49%-320.5pp | 196.47%-144.5pp | 302.95%-250.9pp |
| Employer contribution / active EE | $1,739 | $3,334-47.8% | $2,689-35.3% | $4,762-63.5% |
| Participant deferral / active EE | $6,325 | $5,089+24.3% | $4,245+49.0% | $5,983+5.7% |
| Admin fee / account holder | $13,190 | $10,134+30.2% | $6,643+98.6% | $11,250+17.2% |