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 | $43,150 | $175,231-75.4% | $149,696-71.2% | $139,466-69.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 39.35% | 166.77%-127.4pp | 134.46%-95.1pp | 373.66%-334.3pp |
| Employer contribution / active EE | $8,703 | $5,478+58.9% | $4,821+80.5% | $4,754+83.1% |
| Participant deferral / active EE | $7,920 | $6,521+21.4% | $5,682+39.4% | $6,712+18.0% |
| Admin fee / account holder | $996 | $16,155-93.8% | $13,212-92.5% | $11,409-91.3% |