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 | $143,927 | $106,008+35.8% | $92,240+56.0% | $147,586-2.5% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 18.79% | 50.05%-31.3pp | 176.29%-157.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,302 | $4,333-46.9% | $3,680-37.4% | $4,876-52.8% |
| Participant deferral / active EE | $6,252 | $4,478+39.6% | $3,897+60.4% | $5,439+15.0% |
| Admin fee / account holder | $1,118 | $6,333-82.3% | $5,194-78.5% | $10,886-89.7% |