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 | $88,887 | $96,419-7.8% | $80,648+10.2% | $139,487-36.3% |
| Participation rate | 68.2% | 73.6%-5.5pp | 67.0%+1.2pp | 80.3%-12.2pp |
| Annual return | 15.87% | 1352.86%-1337.0pp | 937.21%-921.3pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,486 | $3,261-54.4% | $2,724-45.4% | $4,755-68.8% |
| Participant deferral / active EE | $2,773 | $5,225-46.9% | $4,443-37.6% | $6,713-58.7% |
| Admin fee / account holder | $7,344 | $6,605+11.2% | $5,382+36.5% | $11,407-35.6% |