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 | $195,978 | $202,342-3.1% | $172,752+13.4% | $152,897+28.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.76% | 1029.83%-1003.1pp | 802.97%-776.2pp | 345.43%-318.7pp |
| Employer contribution / active EE | $3,145 | $5,858-46.3% | $5,144-38.9% | $4,764-34.0% |
| Participant deferral / active EE | $6,125 | $5,948+3.0% | $5,198+17.8% | $5,851+4.7% |
| Admin fee / account holder | $1,259 | $17,111-92.6% | $13,955-91.0% | $11,599-89.2% |